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.