Comprehensive Financial Planning
Choose a plan that fits your financial needs.
Essential Plan
$695
Pay in 1 or 2 Installments
- Vision & Goal Setting
- Cash Flow Planning
- Credit & Debt Management
- Insurance & Risk Analysis
- Employee Benefit Planning
Standard Plan
$1295
Pay in 1 or 2 Installments
- All Services in Essential Plan +
- Education Planning
- Retirement Planning
- Life Transition Planning
- Investment Account Analysis
Premier Plan
$1895
Pay in 1 or 2 Installments
- All Services in Standard Plan +
- Social Security & Medicare
- Estate Planning
- Tax Planning
- Philanthropic Giving
All plans include 6 months of ongoing support after plan delivery.
*Spouses can be added to all plans at no extra cost.
Customized Financial Planning
Customized plans may include one or more of the financial planning items offered in our essential, standard, and premier plans.
Customized plans are charged a fixed fee starting at $500 based on the complexity of the plan. Fees may be paid in 1 or 2 installments. Plans billed in 2 installments are charged 50% in advance with the balance due upon plan delivery. Customized plans include 6 months of ongoing support after plan delivery and spouses may be added at no extra cost.
Investment Management
For our investment management services, we charge a percentage fee on assets under management.
This service can be used as a stand-alone or as an add-on to our financial planning packages. Our fee schedule is the following:
Assets Under Management | Investment Fee |
$0-$500,000 | 1.00% |
$500,000.01 - $1,000,000 | 0.90% |
$1,000,000.01 - $2,000,000 | 0.80% |
Over $2,000,000 | 0.70% |
