Pricing
Engagement Options and Fees
Focused Financial Planning Engagement
$2,500
(fixed-fee engagement)
Best for clients seeking professional financial guidance around specific questions/ decisions, needing investment help or other analysis/projections.
Your engagement can include meeting preparation, financial analysis, one or more meetings, written recommendations and a personalized action plan.
Comprehensive Financial Plan
$5,000-$10,000
(one-time flat fee)
Best for clients with multiple investment accounts, diverse planning needs and analysis across multiple planning areas requiring a more detailed roadmap for current and future decisions.
Financial Plans include all meetings, planning analysis, projections, written recommendations/action plan and an interactive presentation of your completed plan.
What You Get
Focused Financial Planning Engagements
- Up to five (5) hours of professional advisor services dedicated to your engagement.
- Hours can be used within twenty-four (24) months from your initial engagement date.
- Included time can be used flexibly based on your needs and agreed scope of work which may include:
- prep and review time
- one or more meetings
- planning/investment analysis and recommendations
- written summaries and action items
- client communications – emails and phone calls
Comprehensive Plan
- A 2-3 month engagement to create a customized, actionable financial plan
- Includes meetings, emails and calls as needed
- Customizable to include all/any areas of financial planning – you control what is included in your plan!
- Ideal for clients seeking detailed, thorough advice and recommendations on their entire financial situation
How Our Planning Engagements Work
The Details
Focused Financial Planning Engagements
Focused Financial Planning Engagements include up to five (5) hours of Advisor professional services to be used within twenty-four (24) months of the initial engagement date.
Included hours may be used flexibly across meetings, preparation, analysis, written recommendations, implementation discussions, emails, phone calls, and other services related to your agreed planning scope.
All professional time devoted to your engagement counts toward included engagement hours.
Once included hours have been fully used, Clients who would like additional planning support may continue by the purchase of a new Focused Financial Planning Engagement.
Unused hours expire twenty-four (24) months after the initial engagement date.
Comprehensive Financial Planning Engagements
Comprehensive Financial Planning fees cover the agreed project scope and include all time from the development to the delivery of the completed financial plan.
Following the presentation of your completed plan, Clients receive up to ninety (90) days of reasonable follow-up support related to implementation questions and clarification of recommendations included within the original project scope.
After the ninety (90) day implementation period, Clients seeking additional analysis, plan updates, investment review, implementation guidance, future meetings, emails, phone support, or ongoing financial questions may continue working with us via the Focused Financial Planning Engagement.
Many Clients use Focused Financial Planning Engagements, as needed, to update projections, review and rebalance their portfolio, add new scenarios/planning issues or review life changes to keep their financial plan aligned with evolving goals.
Offering 100% virtual meetings.
Schedule a Strategy Meeting Today!
Talk with one of our team members to see if we're a good fit for you!