Fees

One Time Comprehensive Financial Plan
Fee

$5,000-$20,000 Based On Complexity

Customized Comprehensive Financial Plan
Fiduciary Advice Not Influenced By Compensation
Goal Identification & Prioritization
Cash Flow Analysis
Net Worth Statement
Risk Profile Assessment
Retirement Analysis
Employer Benefits Analysis
Executive Compensation Analysis
Business Owner Consulting
Insurance Needs Analysis (non sales)
Tax Optimization Strategies
‘What If?’ Scenarios
Professional Advisory Coordination
Semi-annual Milestone Reviews & Quarterly Check Up Calls
Legacy Planning
Beneficiary & Power Of Attorney Review
Gifting Strategies
Education Funding
Intergenerational Wealth Transfer Strategies
Family Governance Approaches
Investment Management
Target Asset allocation Aligned With Goals And Risk Tolerance
Investment Portfolio Implementation & Risk Management
Recommendations Only
Portfolio Rebalancing
Not Applicable
Ongoing Financial Planning & Investment Management
Fee
$5,000-$15,000 Annually Based On Complexity

All Planning Topics Are Revisited Annually
Customized Comprehensive Financial Plan
Fiduciary Advice Not Influenced By Compensation
Goal Identification & Prioritization
Cash Flow Analysis
Net Worth Statement
Risk Profile Assessment
Retirement Analysis
Employer Benefits Analysis
Executive Compensation Analysis
Business Owner Consulting
Insurance Needs Analysis (non sales)
Tax Optimization Strategies
‘What If?’ Scenarios
Professional Advisory Coordination
Semi-annual Milestone Reviews & Quarterly Check Up Calls
Legacy Planning
Beneficiary & Power Of Attorney Review
Gifting Strategies
Education Funding
Intergenerational Wealth Transfer Strategies
Family Governance Approaches
Investment Management
Target Asset allocation Aligned With Goals And Risk Tolerance
Investment Portfolio Implementation & Risk Management
Portfolio Rebalancing
One Time Comprehensive Financial Plan Ongoing Financial Planning & Investment Management
Fee

$5,000-$20,000 Based On Complexity

$5,000-$15,000 Annually Based On Complexity

All Planning Topics Are Revisited Annually

Customized Comprehensive Financial Plan
Fiduciary Advice Not Influenced By Compensation
Goal Identification & Prioritization
Cash Flow Analysis
Net Worth Statement
Risk Profile Assessment
Retirement Analysis
Employer Benefits Analysis
Executive Compensation Analysis
Business Owner Consulting
Insurance Needs Analysis (non sales)
Tax Optimization Strategies
‘What If?’ Scenarios
Professional Advisory Coordination
Semi-annual Milestone Reviews & Quarterly Check Up Calls
Legacy Planning
Beneficiary & Power Of Attorney Review
Gifting Strategies
Education Funding
Intergenerational Wealth Transfer Strategies
Family Governance Approaches
Investment Management
Target Asset allocation Aligned With Goals And Risk Tolerance
Investment Portfolio Implementation & Risk Management
Recommendations Only
Portfolio Rebalancing
Not Applicable

Just getting started? Need a more basic solution? Try one of our limited engagements.

Office Hours $500

Two hour online or call based consultation on specific financial related topics. Topics may include: getting started with retirement savings, education savings, corporate benefits selection or major purchase considerations.

This session is a great fit for those starting their careers, changing jobs, or new parents.

Mini-plan $1000

Four hour online interactive plan building session focused on retirement planning and one other goal of your choice. Common goals include education savings, starting a business, or planning for a home purchase.

This session is a great fit for those who want to understand financial planning concepts and get started with a basic plan.