PRICING
PRICING STRUCTURE
ONGOING COMPREHENSIVE FINANCIAL PLANNING
WHAT WE PROVIDE?
CASH FLOW
PLANNING
Where your cash is going and how to manage it.
RETIREMENT
PLANNING
Creating a path to eventual retirement.
BUSINESS
PLANNING
Get the most out of your business.
TAX
PLANNING
Developing a strategy to optimize your tax obligations.
RISK
MANAGEMENT
Review of your coverage and recommendations.
ESTATE
PLANNING
Ensuring your legacy and assets are protected.
TAX
PREPARATION
Business & Personal income tax preparation. Additional complexities will demand a higher investment.
UNLIMITED
SUPPORT
Unlimited phone and
email support
STAYING
IN TOUCH
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.
PRICING STRUCTURE
INVESTMENT ADVISORY
PRICING EXAMPLES:
-
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%