Installment Options for Financial Planning

We now offer Installment options for Financial Planning
Relationships available:
 

Foundational
Starting at a Single Payment Price of $2,500 (12 month engagement)
Installment Option Price: $1,000 Start up fee, then $150 per month for months 3-12
 

Comprehensive
Starting at a Single Payment Price of $3,800 (12 month engagement)
Installment Option Price: $1,550 Start up fee, then $225 per month for months 3-12

After initial engagement, ongoing financial planning and consulting services can continue for a monthly fee of $100 for most plans and situations. This monthly planning fee may be reduced based on investment assets held with us.