Foundational Planning Relationship

FOUNDATIONAL PLANNING RELATIONSHIP

Single Payment Price Starting at: $2,500 for 12 month engagement
Installment Option Price: $1,000 Start up fee, plus $150 per month for months 3-12

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 value of 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.