Comprehensive Financial Planning
Limited Term Financial Planning Engagement
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.
2-3 meetings (1.5 – 2 hours each)
As required (client can contact advisor at any time)
Commission-Free Planning Fee paid directly to advisor
$1,800 - $20,000+ First Year
$250 - $1,800
Fee based on
Income net-worth and complexity (small business owner, tax status, retired or not, etc.)
Ongoing comprehensive advice
Yes (includes email and phone support)
Ends at contract completion (includes email and phone support)