Fixed-Fee Financial Planning
Choose the option that best meets your planning needs:
Typical Fee Range | ||
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$750 - $1,500* | Consultation on Topic(s) of Concern to You |
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$2,500-$4,000* | Comprehensive Financial Plan (Including Detailed Retirement Planning) |
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* 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 investment recommendations for you to implement on your own.
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 $300.