Financial Planning Fees
Limited Scope Plans
Limited Scope Plans are our most popular choice. They typically include three to four topics such as retirement planning, investment review and educational funding. Other modules may include estate planning, risk and insurance analysis, cash flow and budgeting. The price of the plan is based upon the number of tasks to be completed. A limited scope plan typically costs $2,000 to $4,000. These plans provide a great way to evaluate the firm before an investment management relationship is established.
Comprehensive Financial Plans
Include seven modules and fees range from $3,000 to $5,000 depending upon the complexity of your planning needs.
Two Hour Special Consultation
A two-hour special consultation is for those individuals seeking independent, professional advice in a couple of areas without the expense of a written plan. In a two-hour meeting, we focus on your key areas of interest and you control the agenda. If you decide to pursue a broader plan, the $400 fee can be applied towards that plan.
Special projects are billed on a per project basis or $225 per hour. In the event that you need us to complete special projects outside the scope of the financial planning process, we will notify you in advance.
Note - Financial planning is offered as a separate service from investment management. All financial planning engagements are completed upon the delivery of the financial plan and do not constitute an ongoing engagement unless upon agreed in writing.
** WE DO NOT ACCEPT PLANNING ONLY CLIENTS. We are only accepting new planning clients who are strongly considering us for ongoing investment management services. **