Foundational Planning
FOUNDATIONAL PLANNING RELATIONSHIP
Regular Single Payment Price: $700 for 6 month engagement
Installment Option Price: $250 Start up fee, then $100 per month for months 2-6
Includes:
- Review of current income and expenses with budgeting guidance
- Retirement outlook and funding recommendations
- Employee Benefits review
- Life Insurance Review
- Beneficiary Audit
After initial 6 month engagement, ongoing financial planning and consulting services can continue for a monthly fee of $100. This monthly planning fee may be reduced based on investment assets held with us.
*Plan pricing is based on the standard engagement. Pricing may be adjusted for circumstances requiring additional time commitment and analysis