ONGOING SUPPORT PRICING

Options to keep working with us to implement and adjust your financial plan on an ongoing basis.

Retirement Planning Only

$300 /month

  • 1 annual meeting
  • Cashflow Analysis
  • Net Worth Analysis
  • Retirement Planning (types of accounts & funding levels)
  • Retirement Distribution Planning (includes Social Security & RMD recommendations)
  • Client Portal Access
  • Ongoing Access to a CFP® Via Email

Comprehensive Planning

$500 /month

  • 2 Meetings (approx. 6 months apart)
  • Retirement Planning
  • Real Property Cash Flow & Transactions
  • Debt/Liability Planning
  • College Planning
  • Stock Compensation Planning
  • Risk Management Analysis (life, disability, long-term care gap analysis)
  • Investment Allocation Review
  • Cost of Living/Relocation Planning
  • Roth Conversion Planning
  • Business Integration Planning
  • Estate & Gift Planning

Most Popular

Investment Management

Fully Integrated Financial Planning

  • Includes all features of Comprehensive Planning + All Related Investment Administrative & Transaction Needs
  • $1-$500,000 = 1.3%
  • $500,001-$750,000 = 1.15%
  • $750,001-$1M = 1%
  • $1M+ = 0.080%
  • *minimum $500/month, billed in advance, monthly
  • **priced on a case-by-case basis for investors under $500,000
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