Financial planning encompasses all aspects of your financial life and must be tailored to your unique circumstances. To achieve your financial goals and build a sustainable future, we will develop a comprehensive financial plan including:
- Retirement Planning
- Cash Flow and Budgeting
- Saving and Investing
- Risk Analysis and Insurance
- Real Estate
- Education Planning
- Employee Benefits including stock options
- Charitable Giving
- Childcare and Eldercare Issues
- Tax and Estate Planning
|Comprehensive Financial Plan Fee Range||$3,000-$10,000|
|Ongoing Financial Planning Services||$250 Quarterly Fee|
|Consulting Fee||$250 Hourly|
Comprehensive Financial Plan: Fees depend upon the complexity and scope of your finances.
Ongoing Financial Planning Services: Includes access to personal financial planning website + 1 annual progress meeting. Your personal financial planning website access includes:
- Financial organizer with your own secure web portal
- Account balances including retirement accounts
Our asset management fees will not exceed 1% of assets under management.
We do not charge fees for S529 plans with Comprehensive Financial Planning services.
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