Financial Planning
Financial Planning Tiers
STANDARD
Meeting Frequency: Semi-Annual
Access to Certified Financial Planners
Online Wealth Dashboard
Quarterly: Personal Finance News & Tips
● Cashflow & Budgeting
● Investment Planning
● Retirement & Pension Planning
● Risk & Insurance Planning
● Social Security Optimization
● Employer Benefit Review
Annual Action Plan
Fee: $2,100
0r
$175/month
*12-month minimum
PREMIUM
Meeting Frequency: Semi-Annual
Access to Certified Financial Planners
Online Wealth Dashboard
Quarterly: Personal Finance News & Tips
Standard Package plus two (2):
● Education Funding Planning
● Tax Review & Tax Planning
● Outside Investment Guidance
● 401k, 403b, SEP, SIMPLE Guidance
● Estate Planning Review & Checklist
Annual Action Plan
Fee: $2,700
0r
$225/month
*12-month minimum
PREMIUM +
Meeting Frequency: Quarterly
Access to Certified Financial Planners
Online Wealth Dashboard
Quarterly: Personal Finance News & Tips
Premium Package plus two (2) :
● Education Funding Planning
● Advanced Estate Planning
● Stock Option Analysis
● Business, Rental, Entity Planning
● Complex Trust & Insurance Strategies
Annual Action Plan