We are proud to offer a wide range of comprehensive financial planning services to cover all your needs for today, tomorrow, and the many years ahead. Our planning services are offered through a unique and flexible subscription based service grounded in fiduciary standards. Our services are designed to ensure that financial guidance is available to all and demonstrate our belief that comprehensive financial planning is on-going. We are here to hold your hand every step of the way (see our company logo).
HOW IT WORKS
Our services are broken down into eight core areas, as outlined below. Within these, we then offer two pricing options. The first is our Basic Level, offering an all encompassing package to get your planning needs in order, and keep them there. For those who are in need of more advanced planning strategies and techniques, we also offer a Comprehensive Level service, which incorporates several additional elements within each core group.
FINANCIAL PLANNING PRICING
Each service level begins with an initial on-boarding fee, after which the monthly subscription commences. Should the monthly payment option not suit you, we also have the ability to accommodate quarterly or annual payments.Our Basic Level has an on-boarding fee of $750, followed by a monthly subscription fee of $250, and can also incorporate our investment services for an additional fee.
Our Comprehensive Level has an on-boarding fee of $1050, followed by a monthly subscription fee of $350, and can also incorporate our investment services for an additional fee.
Additionally, we offer a one-time comprehensive financial plan or hourly financial planning services. Depending on scope and complexity, the one-time plans are approximately $5,000 and our rate for hourly financial planning services is $350.00 per hour. Since both of these options contain numerous variables and objectives, we will discuss everyone’s expectations and agree on total payment prior to beginning the engagement.
INVESTMENT MANAGEMENT PRICING
We offer two investment management services. Both offerings include creating a personalized allocation tailored to your holistic risk tolerance towards the market. This begins by determining your Risk Number®, and analyzing how your investment behavior reacts to certain market conditions. In addition, our services include analysis and recommendations regarding psychological risk tolerance and money-related attitudes. They are designed to understand, educate and ultimately help you build wealth.
Exchange Traded Funds (ETF) / Mutual Fund portfolios are charged at 1.00% annually as a stand-alone program, or 0.50% if in conjunction with our financial planning program.
Individual Stock/Bond portfolios are charged at 0.75% annually.
CORE SERVICE GROUPS
Fundamental Financial Planning
Insurance & Risk Management Planning