ONGOING COMPREHENSIVE FINANCIAL PLANNING
WHAT WE PROVIDE?
Where your cash is going and how to manage it.
Creating a path to eventual retirement.
Get the most out of your business.
Developing a strategy to optimize your tax obligations.
Review of your coverage and recommendations.
Ensuring your legacy and assets are protected.
Business & Personal income tax preparation. Additional complexities will demand a higher investment.
Unlimited phone and
Periodic meetings throughout the year, at least annually.
WHAT IS THE PRICE?
Your investment in ongoing financial planning services requires an onboarding commitment of no less than $1,500. Annual subscriptions start at $3,600 per year, billed monthly. These amounts may be adjusted based on the complexity of your situation and your individual needs. The following blended rates apply for investment advisory services. All fees are negotiable.
Single entrepreneur with one business, no employees, and $50,000 in assets under management: $1,500 one-time fee + $300/month paid from cash flow + $52.08/mo deducted from accounts ($50k*1.25%/12)
Married couple with two children; husband runs a small business, wife is a manager at a company; $100,000 in assets under management: $2,000 one-time fee + $400/month paid from cash flow + $104.17/mo deducted from accounts ($100k*1.25%/12)
Same married couple with $250,000 in assets under management: $2,000 one-time fee + $400/month paid from cash flow + $260.42/mo deducted from accounts ($250k*1.25%/12]
Same married couple with $1,200,000 in assets under management: $2,000 one-time fee + $400/month paid from cash flow + $1,062.50/mo deducted from accounts [($500k*1.25%+$500k*1.00%+$200k*0.75%)/12]
Blended Investment Advisory Rate =1.06%