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Overview

At Core Financial Planning, LLC, we want to help you to live your life without worry and to face the future with clarity, control and confidence. We have two different ways of working with you to address your needs. We usually recommend working in a comprehensive manner integrating all needed areas of Financial Planning over a twelve-month period. However, we also realize that some only require help on two or three areas in certain situations. The table below highlights each option and the links on the left provide further detail.




Comprehensive Financial Planning

Limited Term Financial Planning Engagement

Topics Covered

Topics as required to guide clients through successful achievement of financial goals. See topics on Limited Term Financial Planning Engagement tab.

Client chooses up to four desired topics. 

Potential Meetings

4-8 meetings

2-3 meetings (1.5 – 2 hours each)

Added Meetings

As required (client can contact advisor at any time)

N/A

Commission-Free Planning Fee paid directly to advisor

$1,800 - $20,000+ First Year
Subsequent year will be 50%-60% of first year fee

$250 - $1,800
Average: $750 - $900

Fee based on

Income net-worth and complexity (small business owner, tax  status, retired or not, etc.)

Complexity

Ongoing comprehensive advice

Yes (includes email and phone support)

Ends at contract completion (includes email and phone support)