PRICING
SIMPLE FLAT-RATE FEES.
NO PERCENTAGES. NO CONFUSION.
COMPLETE COMPREHENSIVE FINANCIAL PLAN
6 Months of Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Budgeting Tool
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
6 Months of Comprehensive Financial Planning
Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Budgeting Tool
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
$7,500
$3,750 initial payment, then $625 per month for 6 months
Get Started Now!
KEEP IT GOING
STAY ON THE RIGHT PATH TOWARD ACHIEVING YOUR GOALS
As your life changes, your financial plan needs to change with it so that you're able to adapt to new financial risks and opportunities. Once your Complete Comprehensive Financial Plan term has ended, you can continue receiving financial planning and investment advice so you stay on track toward achieving your goals.
ONGOING COMPREHENSIVE FINANCIAL PLANNING(for clients who have completed the 6-Month Complete Comprehensive Financial Plan service)
ONGOING COMPREHENSIVEFINANCIAL PLANNING(for clients who have completed the 6-Month
Complete Comprehensive Financial Plan service)
Ongoing Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Periodic Review Meetings Budgeting App
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
Ongoing Comprehensive Financial Planning
Complete Personalized Comprehensive Financial Plan
24/7 Access to Your Financial Plan & Client Portals
Unlimited Access to Your Financial Planner/Advisor
Implementation Support
Keep Your Accounts Where They Are
Manage Your Own Investments
Accountability
Periodic Review Meetings Budgeting App
Digital Vault Storage
Financial Plan Monitoring
Extended Schedule Availability
Unlimited Phone & Email Support
Weekly Insights Newsletter
$6,000 Annually
Paid monthly. Cancel anytime with 30-day notice.
Get Started Now!
HOURLY FINANCIAL PLANNING
HOURLY
FINANCIAL PLANNING
Financial plan review or update to your existing financial plan without a monthly fee.
(for clients who have completed the 6-Month Complete Comprehensive Financial Plan service)
existing financial plan without a monthly fee.
(for clients who have completed the 6-Month
Complete Comprehensive Financial Plan service)
$300 / Hour
One-hour minimum
