Financial Planning Services

Level 1 - $250 upfront fee plus $25/month

  • Financial Scorecard
  • One Page Summaries
  • Personalized Recommendations
  • Client Portal for On-Demand Financial Check Ups
  • Annual Review Meeting (virtual or in-person) 
  • Monthly Newsletter
  • Discounted Hourly Rate for Additional Planning ($150/hour)
  • Anytime text, email and phone call questions

Level 2 - $500 upfront fee plus $75/month

  • Interactive and On-Demand Financial Plan
  • Detailed Retirement Projection and Planning
  • Investment Risk Analysis
  • Tax Return Analysis
  • Client Portal to Monitor Your Financial Goals
  • Annual Review Meeting (virtual or in-person)
  • Monthly Newsletter
  • Quarterly Check-Ins
  • Additional Planning and Meetings as Needed
  • Anytime text, email and phone call questions

A la Carte Services

Hourly Consultation/Planning Rate - $300/hour (1 hour minimum)

Budget Coaching - $350/3 months

Debt Reduction Plan - $350/12 months

Medicare Consulting - $250 (fee waived for Medicare Suplement clients)

 

Investment Management Services (available for Level 1 or Level 2 planning clients)

  • Access to Professional and Institutional Money Managers
  • Risk and Goals Based Portfolio Recommendations
  • Investment Monitoring and Analysis
  • Quarterly Performance Reports
  • Investment Review
  • Annual Advisor Fee Schedule (deducted quarterly)
    • $5,000 - $99,999 = 1.00%
    • $100,000 - $499,999 = 0.80%
    • $500,000 - $999,999 = 0.60%
    • $1,000,000 - $4,999,999 = 0.50%
    • $5,000,000 - $9,999,999 = 0.40%
    • $10,000,000 - $20,000,000 = 0.30%