Financial Planning
Services
We Offer Two FP Service Options
Option 1
Guided Financial Planning
- Offers an ongoing comprehensive financial planning relationship as described in the FP 5 phase process.
- There are two (2) levels and annual fees* based on financial complexity and/or personal support:
- Standard $4,770
- Premium $6,360
- Asset management services may be added for a separate fee, click here to learn more.
To learn more about our typical clients, click here for guided clients.
* Add initial establishment planning fee of $560/person, and $1,590 annual fee for spouse/partner.
Option 2
Project Financial Planning
- Offers a one-time comprehensive financial plan as described in the FP 5 phase process completed within six (6) months with sufficient client data.
- Projects are based on increasing levels of financial complexity and/or personal support based on an hourly rate of $250. The three levels and fees** are:
- Basic $2,560
- Standard $3,975
- Premium $5,300
To learn more about our typical clients, click here for project clients.
Note: any other work outside of these 3 level packages will start at the base hourly rate of $265.
** For spouse/partner add $1,325 fee.
See FAQs for info about payment plans.