Comprehensive Planning Relationship


Regular Single Payment Price: $3,080 for 12 month engagement
Installment Option Price: $1,200 Start up fee, then $180 per month for months 2-12

Includes all items from Core, plus:

  • Tax Mitigation Strategies
  • Risk Assessment (Life, Disability, LTC, P&C Coverage, Stock Concentration)
  • Basic Estate Planning guidance (Wills, Revocable Trust, POA, HC Directives)
  • Executive Compensation & Stock Option analysis
  • Multiple Goal Analysis
  • Coordination of action items with Third Party Professionals (CPA, Attorneys, etc.)

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.