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Your Financial Plan Starts Here

Fixed-Fee Financial Planning

Choose the option that best meets your planning needs:

Typical Fee Range


Limited Scope, Financial Checkup

  • Complete a questionnaire
  • Financial Checkup Meeting
  • Receive your Financial Snapshot report with high level recommendations


 Project-Based Plan

  • Complete a questionnaire
  • Schedule a no obligation “Get Acquainted Meeting”
  • Pick and choose the financial planning topics you are interested in
  • Project Review Meeting
  • Receive analysis and detailed recommendations on agreed topics


Comprehensive Financial Plan

  • Complete a questionnaire
  • Schedule a no obligation “Get Acquainted Meeting”
  • In depth integrated analysis on appropriate financial planning topics
  • Planning Review Meeting
  • "Your Planning Playbook" - The way forward to accomplish your goals and objectives. Receive analysis, Retirement Planning Model, detailed prioritized recommendations
  • Follow-up access for 60 days post Planning Review Meeting

* Fee ranges provided as a guide. All planning is tailored toward your specific needs and it is possible your pricing may fall above or below the typical fee range. Prior to any engagement, fixed-fee pricing is fully disclosed and agree to by all parties.

Financial Planning Topics

This list is not comprehensive.

Investment Recommendations*Estate Plan Document ReviewPortfolio Analysis
Savings to Meet GoalsCash Flow/Budgeting  ManagementRetirement Contributions
Retirement ProjectionsEducation SavingsTax Efficiency
Social Security AnalysisInvestment AllocationDebt Pay-Down
Long Term Care StrategyInsurance ReviewEmployee Benefit Maximization
Student Loan ReviewHome Purchase AnalysisInheritance Considerations

* Our financial planning services include specific recommendations that you can implement. We also offer ongoing investment management services for clients who wish to delegate their investment portfolio management to Garrett Portfolios.

Ongoing Financial Planning

(Optional service for clients who have completed a Comprehensive Financial Plan)

 We provide the best advice when we have a full understanding of your whole financial picture and can adapt the financial plan as your life situation changes. 

Life changes in unexpected ways and so does your financial situation. As changes develop, you get real-time advice so that we can still make progress towards your financial goals. 

With the ongoing financial planning relationship, you never have to worry about extra fees when new financial questions come up. 

Dealing with new circumstances as they arise allows us to be proactive and adjust other parts of your plan.

Contact Us today to learn more about our financial planning services.

Hourly As-Needed Advice

We are happy to discuss engagements on a per hour basis to address your specific needs. Our per hour rate is $250.