planning packages

Financial Planning Packages

Our financial planning packages are ideal for clients looking to work with a financial planner on an ongoing basis.  Our services are provided in two steps.  First, Clients pay the initial fee one time which provides you with a comprehensive financial plan.

Following the creation of your plan, we continue our services on a retainer basis to help you implement and monitor your goals.

1. Build a Financial Plan

Our Comprehensive Financial Plan is designed to provide you:

  • baseline reports of you current situation
  • recommendations of adjustments needed to accomplish your financial goals
  • clear summary of next steps to implement plan
  • identify top goal(s) for ongoing monitoring
  • organized personal financial website to monitor and track

Bronze Plan
Initial Fee
$1800
Clients starting to build their assets, reduce their debt, and want to look forward to the next steps.
Liability planning- basic
Retirement planning- basic
Cash flow analysis
Real estate cash flow & transaction analysis - 1 property
Insurance gap analysis (life, disability, & long term care)
Investment allocation review
Silver Plan
Initial Fee
$2200
Clients who have started saving and investing but need help with next steps such as college planning.
Liability planning- basic
Retirement planning- comprehensive
Cash flow analysis
Real estate cash flow & transaction analysis - 1 property
Insurance gap analysis (life, disability, & long term care)
Investment allocation review
Retirement distribution planning
College planning
Platinum Plan
Initial Fee
$3000
Suited for business owners and those with complex estate planning issues that need to be incorporated into their financial plan.
Liability planning- comprehensive
Retirement planning- comprehensive
Cash flow analysis
Real estate cash flow & transaction analysis - up to 4 properties
Insurance gap analysis (life, disability, & long term care)
Investment allocation review
Retirement distribution planning
College planning
Stock option/compensation planning
Tax planning
Business planning
Estate & gift planning

***If your situation is more complex than the scope of these packages, we will provide a personalized estimate following our initial consultation.

2. Implementing & Monitoring

Our Implementation and Monitoring process is designed to:

  • provide you monthly updates on your goals
  • keep you on track through phone calls and check ins
  • give you ongoing support when you have questions or changes happen

Bronze Ongoing
Monthly
$150
1 annual review & restatement of plan (in person/video conference meeting)
2 semi-annual phone call check ins (30 minute)
monthly progress report - 1 goal
monthly net worth report
ongoing client portal access
discounted access to CFP for additional needs
Silver Ongoing
Monthly
$200
1 annual review & restatement of plan (in person/video conference meeting)
2 semi-annual phone call check ins (30 minute)
monthly progress report - 2 goals
monthly net worth report
ongoing client portal access
discounted access to CFP for additional needs
Platinum Ongoing
Monthly
$300
2 annual reviews & restatements of plan (in person/video conference meeting)
quarterly phone call check ups (30 minute)
monthly progress report - 3 goals
monthly net worth report
ongoing client portal access
discounted access to CFP for additional needs

***The ongoing retainer may be paid monthly, or annually in advance. *10% discount for clients paying annually.

***The monthly fee may be waived if asset management minimum requirements are met.  This will be discussed if asset management services are engaged.

Not what you're looking for?

Here are the other services we provide.

Financial Checkup

Use our financial check-up session to confirm you are on track.

 

We cover as much as we can about your financial situation during a two hour meeting and send you a summary of recommendations after the session.

Portfolio Review

For self-directed investors or those who want second opinions on managed accounts.

 

We review your accounts and determine the best strategy for your whole portfolio based on your goals.

Investment Management

Full service investment and account management services.  We determine the best strategy based on your entire portfolio, timeline, risk tolerance, and financial goals.

 

We provide an investment recommendation and work with you to implement and monitor your investment.

Financial Discipline. Freedom.

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