Financial Planning Services and Fees
In a financial world filled with jargon and complex disclosures, we like to keep fees straightforward and transparent.
Flat Fee and Hourly Financial Planning
We provide financial planning and advice. All new hourly relationships begin with a flat fee comprehensive financial plan so that we fully understand your situation and have a baseline we can work with and reference together.
The initial plan cost is based on the complexity of your financial situation and concerns.
After the initial plan is complete, we provide hourly advice at our rate of $385/hour exclusively to our current clients who have a plan on file that was presented in the past 12 months.
Signature Client Program
We provide monthly retainer services to clients with a need for extensive and ongoing financial management. Similar to a family office format, we provide ongoing support, proactive monitoring and advice, and coordination with your other service providers.
All of our retainer clients must first go through a comprehensive financial plan completed at a cost of $15,000-$30,000 which will help determine which of the three tiers of complexity they fit into best.
- Tier 1: $3,000/month
- Tier 2: $6,000/month
- Tier 3: $10,000/month
Schedule an Introductory Call
Let’s find a time that works best for you to learn more about our tailored financial advisory services.
Examples of Financial Advisory Services and Topics
- Investment account asset allocation
- Asset location strategy and tax efficiency
- Rebalancing plans
- Roth conversions
- Cash flow strategy and planning
- Analysis of competing investment options
- Real estate investment valuation
- 10b5-1 plans
- College savings plans
- Financial goal setting and monitoring
- Debt repayment and PSLF
- Gifting and legacy goals
- Risk management and insurance coverage
- Deferred compensation, options, and restricted stock (RSUs)
- Social Security timing
- Required Minimum Distributions (RMDs)
- Business sales
- Tax efficiency
- Real estate and large purchase decisions
- Assistance in setting up and maintaining investment accounts
- Estate planning strategies
- Windfall or inheritance investment decisions
- Comprehensive retirement planning and subsequent reviews that include savings, spending, and investment goals.
- Business valuation and secondary income planning
We want to be your point of contact for all personal finance and investment questions and concerns. As a client, you can contact your advisor with any finance issue coming your way. Let us find a solution and help you implement it with confidence.
What’s Next?
Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.