Core Planning Relationship
CORE PLANNING RELATIONSHIP
Regular Single Payment Price: $1,650 for 12 month engagement
Installment Option Price: $650 Start up fee, then $100 per month for months 2-12
Includes:
- Full PDF Financial Plan
- Retirement outlook and funding recommendations
- Employee Benefits review
- Life Insurance Review
- Beneficiary Audit
- Personalized Recommendations
- Prioritized Action Items
After initial 12 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 managed by us.
*Initial plan expires after 2 years, if not renewed. Plan pricing and renewal cost are based on the standard engagement and may be adjusted for circumstances requiring additional time commitment and analysis.