Click on the planning services listed below to learn more.
Comprehensive Financial Plans
- Designed for new clients, these in-depth plans include an analysis of your investments and risk tolerance, retirement planning, insurance needs, budgeting and debt management, education planning, tax planning, and estate planning.
- Recommendations include an Action Plan (to-do list), Investment Trade Sheet, Recommendation Summary Report, and supporting material (retirement reports, portfolio reports, and additional resources).
- Typical fee: $2,400 – $3,360. The estimate is provided at the conclusion of the introductory appointment.
Planning Sessions
- Planning Sessions are for new and existing clients who want a short amount of time to discuss their financial concerns/questions.
- Written recommendations are included in the planning session notes which summarize our conversation.
- Typical fee: $360 – $1,200. Varies greatly based on scope and complexity.
Periodic Reviews
- Financial Reviews for existing clients are designed to update plan reports, rebalance portfolios, and address new financial concerns or questions.
- Recommendations include an Annual Review Report, Action Plan (to-do list), and supporting material as applicable.
- Typical fee: $600 – $1,200.
