Financial Planning Fees
We provide flat-fee and subscription based financial planning services. There are no obligations to continue working together beyond the flat-fee project based financial planning engagement and no obligation to purchase any financial products.
Download Financial Planning Process PDF
Flat-Fee Project Based
The flat-fee project based financial planning fee ranges between $1,500-$10,000 dependent on the scope and complexity of services needed.
We provide an estimate up front of the expected time to complete the financial planning engagement and require ½ of the quoted amount due at inception and the remaining amount upon the completion of the engagement and delivery of the financial plan.
Ongoing Comprehensive Financial Planning
Ongoing Comprehensive Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a rate between $250-$800 per month, based on the clients financial complexity.
This service involves working one-on-one with a financial planner over an extended period of time. By paying a fixed monthly fee, clients get to work with a financial planner who will work with them to develop and implement their plan. The financial planner will monitor the plan, recommend any changes and ensure the plan is up-to-date.
Ready to talk? Schedule a complimentary 30-minute consultation to see if we are a fit.