Limited Scope Engagement: A smaller scope engagement is great for people seeking help in a specific area. Examples include an investment portfolio review and a home purchase analysis. The fee is based on an hourly rate.
Comprehensive Financial Plan: This is for those who like assistance in the planning phase, but prefer to implement independently. We provide the playbook and you execute. We will build a bottoms up comprehensive financial plan that covers: Cash Flow Projections, Debt Management, Investment Analysis, Retirement Planning, Estate Planning, Tax Efficiency and Risk Needs Analysis. The fee is based on an hourly rate and the hours are driven by the plan’s complexity.
Ongoing Financial Planning: This appeals to those who want the comprehensive financial plan now and access to a financial planner all year round. We start with a financial plan and stay in touch throughout the year to ensure recommendations are executed and special situations are analyzed as they arise. There is an upfront fee of $1,000 and then an ongoing monthly subscription fee ranging from $200 – $400. However, if you utilize our Portfolio Management services with at least $300,000 in assets, this service is included for no additional charge.
