We Offer Affordable Plan Options to Accommodate Each Client's Unique Circumstances.
Tune-Up Plan
- Initial Meeting To Explore Your Values, Outline Your Vision, & Set Goals
- Identification & Analysis Of 1-2 Priority Financial Concerns
- Delivery Meeting To Review Your Financial Synopsis With A Prioritized To-Do List
Depending On Complexity And Needs Of The Client
One-Time Financial Plan
- Includes Everything From The Tune-Up Package, Plus
- Asset Allocation Analysis and Recommendations
- Risk Tolerance/Preference Analysis and Discussion
- Net Worth & Cash Flow Analysis
- One-Time Tax Projection & Tax Planning Strategies
- Risk Assessment & Insurance Optimization
- Employee Benefits Optimization Overview
- Identification & Analysis Of Your High-Impact Financial Items
A One-Time Price Ranging From $1,500-$3,000
Depending On Complexity And Needs Of The Client
Ongoing Comprehensive Financial Planning & Investment Management Services
Includes Everything From The One-Time Financial Plan, Plus Access To Our Ongoing Service Calendar With A Focus On Addressing Your Highest Priority Financial Issues First
- Use Of Our Budgeting, Account Aggregation, & Financial Planning Software
- College Funding Planning And Student Loan Repayment Strategies
- Proactive Strategies For Tax Planning Including Possible Roth Conversions
- Estate Planning Analysis & Strategies
- Investment Management Services (including held-away assets as mutually agreed)
- Collaborative Development Of Customized Investment Policy Statement (IPS)
$1,000-$2,000 Initial Upfront Planning Fee + Ongoing Annual Fee $2,000-$5,000 + AUM Fee (see table below)
(Ongoing Financial Planning Services Are Available Separately)
| Account Value | Annual Investment Management Advisory Fee |
|---|---|
| Up to $250,000 | $150/month |
| $250,001 - $500,000 | 0.75% |
| $500,001 - $1,000,000 | 0.65% |
| $1,000,001 - $2,000,000 | 0.50% |
| $2,000,001 - $3,000,000 | 0.40% |
| $3,000,001 & Above | Negotiable |