Common Financial Planning Services
Fee Packages — all solution, no problem
Because all of our services are designed to help you own the moments that shape your future, we provide as-needed consultation on a fee per service basis. This helps us maintain the independent objectivity our clients count on.
All packages include face-to-face meeting time, research, preparations and post-meeting documentation.
Portfolio Review – $1,250
A thorough analysis of your investment portfolio, asset allocation, short- and long-term objectives and risk review. This option is designed both for those looking to evaluate the advice of their current investment advisors, as well as those interested in a third-party evaluation of their unadvised portfolios.
Financial Checkup – $600
Bring your top one or two financial concerns and receive a detailed, written analysis of your options and our recommendations. For many, these topics are 401(k)/403(b) allocations, college savings options, debt management strategies and retirement savings projections.
For those with the most complex or challenging of needs, personal one-on-one consultations may be booked on as as-needed basis. A written estimate detailing your unique consultation will be furnished in advance.
Disclaimer: Price shown is the typical cost paid by clients. Individual client needs vary, which can affect the final cost a client may pay. As part of our consultation, we will inform you of any changes that may affect the price shown. All prices are subject to change without notification.