Advanced Planning Relationship


Price is determined by specifics of planning relationship,
starting at $5,500 for 12 month engagement

Includes all items from Comprehensive, plus:

  • Charitable Planning Strategies
  • Alternative Investment Strategies
  • Complex Trust & Wealth Transfer Strategies
  • Federal and State Estate Tax Mitigation
  • Family Wealth Planning & Education
  • Advanced Deliverables
  • Trust & Estate Flow Illustrations

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.