Fixed-Fee Financial Planning
Choose the option that best meets your planning needs:
|Typical Fee Range|
Comprehensive Financial Plan (Including Detailed Retirement Planning)
* 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 agreed to by all parties.
Financial Planning Topics
This list is not comprehensive.
|Investment Recommendations*||Estate Plan Document Review||Portfolio Analysis|
|Savings to Meet Goals||Cash Flow/Budgeting Management||Retirement Contributions|
|Retirement Projections||Education Savings||Tax Efficiency|
|Social Security Analysis||Investment Allocation||Debt Pay-Down|
|Long Term Care Strategy||Insurance Review||Employee Benefit Maximization|
|Student Loan Review||Home Purchase Analysis||Inheritance Considerations|
* Our Financial Planning Services include specific recommendations that you can implement on your own. We also offer ongoing Investment Management Services for clients who wish to delegate their investment portfolio management to Garrett Portfolios. Optional Investment Management Services fees range from .20% to .50% annually based on portfolio assets under management.
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.