Our financial planning starts with a one-time start-up fee to which provides you with a comprehensive baseline financial plan. Following the setup of your financial planning baseline, we begin together on a monthly basis to implement and monitor your financial plan.
Below is our Standard Package and the available package add-on for clients who have additional needs not covered in the Standard Package. If your situation is more complex than the scope of these services, we will provide a personalized estimate following our initial consultation.
This package consists of a one-time fee to comprehensively analyze your financial situation and customize your personal financial plan, followed by an ongoing monthly retainer to cover the cost of monitoring your plan to keep you on track.
Initial Plan Price & Services
Identify top goal(s)
Baseline reports of your current situation
Recommended adjustments to achieve your goals
Clear summary of next steps to implement
Liability planning (personal, student, or other debt)
Real estate cash flow &/or transaction analysis (1 property)
Insurance gap analysis (life, disability, & long-term care)
Investment allocation review & recommendations (up to 4 accounts)
Personal Financial Website access
Ongoing Price & Services
Monthly progress report on your goals
Quarterly phone check-ins (30 minutes)
Ongoing support & adjustments when your goals or life change
Annual review and plan restatement
Ongoing Personal Financial Website access
**The ongoing retainer may be paid monthly, or annually in advance. Clients paying annually receive a 10% discount. The monthly fee may be waived if asset management services are engaged.
For clients outside the scope of the Standard Package, we offer the following add-ons. Additional services will require an adjustment for the up-front and monthly pricing.
Additional Investment Accounts
Increases monthly by $25 per additional account.
(Up to two attendees)
Increases monthly by $50.
Additional Real Estate Cash Flow & Transaction Analysis
Increases monthly by $50 per each additional property.
Stock Option/Compensation Planning
Increases monthly by $50 per each additional plan.
Securities and Investment Advisory services offered through Woodbury Financial Services, Inc Member, FINRA /SIPC and Registered Investment Advisory Firm. CA Insurance License #0H00729. Jenny Erdmann is licensed to do business in California, Colorado, North Carolina, Georgia, Nevada, and Virginia. Chisholm Financial Planning is not an affiliated entity of the Woodbury Financial Service companies. Woodbury Financial Services and its representatives do not provide legal, tax, or real estate advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information.The forgoing information and opinions are for general informational purposes only and are not intended as an offer or solicitation with respect to the purchase or sale of any security or offering of individual investment advice. Legal Services offered by Jenny Erdmann are independent of Woodbury Financial. Insurance and Divorce Planning services offered through Chisholm Financial Planning, are not affiliated with Woodbury Financial Services.
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