Comprehensive Financial Planning

Our comprehensive service covers all major aspects of your financial life in complete detail with goals and actions steps. This process includes all meetings, calls, and follow-up work needed. You will have online access to your plan access to any vaulted documents, and your plan will be updated in real-time so that you can see your progress as often as you like. We are available to review your plan and discuss any questions as needed, and there are no extra charges for phone calls, emails, or meetings when you are a client.

Our comprehensive financial plan package is appropriate for those with complex financial planning needs.

The fee will be determined by your needs and discussed in advance. Our minimum comprehensive first-year fee is $2,400. The $2,400 planning fee can be charged to a credit card or debited from a checking account and we do have payment plans available. After the first year, if you want to continue our planning relationship, there is a $75 per month cost. Client’s using this service typically have $2,000,000 or more in investable assets and complex financial scenarios.

Retirement Planning only services are offered at a flat fee of $1,600. This fee will be waived if an investment account is established with us of $500,000 or greater in assets under management.