Fee-Only Financial Planning
Comprehensive Financial Planning
Are you looking for a complete and in-depth analysis of your finances? With our Comprehensive Financial Planning, you will receive your own personalized and actionable financial plan.
This is an ongoing process, as your financial life isn’t a one-time event. To facilitate our recommendations we use interactive online software, so you can see all of your personal finances in one place.
In implementing your financial plan, we will work collaboratively with your CPA, attorneys, mortgage brokers and insurance agents as needed.
The comprehensive planning process includes:
Producing your initial financial plan over the course of 2-3 meetings with your financial planner.
Implementation guidance to put your financial plan in action.
Regular meetings throughout the year to monitor and adjust your plan as your life evolves.
Unlimited access to your financial planner between scheduled meetings to address your needs.
Accountability partner to help you achieve your financial goals.
Online access to your financial plan at all times.
One-time Onboarding Fee: $500
Ongoing Monthly Fee: $200
One-time Onboarding Fee: $750
Ongoing Monthly Fee: $300
Business Owners & Executives
One-time Onboarding Fee: $1,000
Ongoing Monthly Fee: *$400+
*Based on complexity
If you have a few pressing financial questions you need answered, a Project-Based Plan is for you. This service is for individuals that need support in just one or two areas.
You have specific questions you need to be addressed by a CFP®.
You will email us your questions and any additional information we request.
We will provide you a quoted time and fee for your project.
We will talk about your current situation and present our recommendations.
You will receive a 1-2 page summary with action steps to take after the meeting.
Pricing: $200 per hour or on a fixed-fee basis