Financial Planning Fee Schedule

Get-Acquainted Meeting                                                      Complimentary
  • A 30-45 minute session to discuss your financial situation, your needs and 
     your goals in the context of our financial planning services.
  • At the conclusion of the meeting we will submit to you an estimated fee for 
     providing financial planning services.

3 Hour Topical Financial Review                                       $400 Project Fee
  • Following the Get-Acquainted Meeting, this engagement is split into two parts: 
    o Two hours of analysis and preparation of  recommendations by the planner;
    o A one hour session with the client to review the recommendations.
  • Potential topics include retirement needs analysis, asset allocation, 401(k) plan
     investment choices, and college planning.

Comprehensive Financial Plan             Engagement Fees beginning at $900
  • Following the Get-Acquainted Meeting this engagement is split into three parts:
    o A session with the client to set goals and gather data
    o Analysis by the planner and preparation of Recommendations and Action Plan
    o A session with the client to review Recommendations and Action Plan
  • Areas covered are cash flow, debt management, education planning, retirement
     planning, investment planning, insurance planning as well as a basic overview of
     estate planning.
  • Fee will vary with complexity of the engagement and will be based on amount of
     time actually spent with a maximum agreed upon at the Get-Acquainted Meeting.

Annual Retainer for Financial Advice and Coaching             $2,400 annually
  • Quarterly investment analysis
  • Quarterly coaching session to review investment analysis as well as obtain 
     advice on retirement planning, budgeting, college savings and other topics
  • Each quarterly session is scheduled for 90 minutes
  • Email and phone access at other times

Hourly Consultation                                                              $150 per hour
  • Fee schedule may be modified from time to time.  Client’s actual fees are 
     determined at time of contract signing.

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