PRICING
SIMPLE FLAT-RATE FEES.
NO PERCENTAGES. NO CONFUSION.
ADVICE-ONLY
COMPREHENSIVE FINANCIAL PLANNING
COMPLETE COMPREHENSIVE FINANCIAL PLAN
6 Months of Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Accountability
Budgeting Tool
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
$7,500
$3,750 initial payment, then $625 per month for 6 months
ONGOING COMPREHENSIVE FINANCIAL PLANNING
KEEP IT GOING
STAY ON THE RIGHT PATH
TOWARD ACHIEVING YOUR GOALS
As your life changes, your financial plan needs to change with it so that you're able to adapt to new financial risks and opportunities. Once your Complete Comprehensive Financial Plan term has ended, you can continue receiving financial planning and investment advice so you stay on track toward achieving your goals.
Ongoing Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Accountability
Keep Your Accounts Where They Are
Manage Your Own Investments
Periodic Review Meetings
Budgeting App
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
$6,000 Annually
Paid monthly. Cancel anytime with 30-day notice.
HOURLY FINANCIAL PLANNING
Looking for a review or update to your existing financial plan without a monthly fee?
Hourly financial planning is for you. We'll cover any and all areas you want for a simple hourly rate.
$300 / Hour
One-hour minimum.