This is your adventure! Let’s put you on a path to reach your goals.
Ongoing Comprehensive Financial Planning allows us to work together over an extended period of time. We continuously evaluate your financial and personal situation and provide financial education throughout the process. You receive ongoing access to a planner who will work with you to develop your plan, help you implement the agreed upon recommendations, and monitor your plan as your circumstances change. We often work with entrepreneurs, mid-career professionals, and young families who seek advice in multiple areas over a longer period of time.
Initial Fee: $1,000 – 2,000
Annual Retainer: $1,500 – 3,600 (billed monthly)
We also offer a one-time financial plan service based on your current situation and personal financial goals. Over the course of two 90 minute planning sessions, we will review with you our analysis and recommendations. Ongoing planning, implementation and monitoring are not included in this service. We frequently work with young professionals, newlyweds and those in transition (ie: new job or promotion) who need a one-time evaluation and recommendations to implement on their own over the next year.
Current Financial Analysis + Plan Development Fee: $1,500 – 3,000