Financial Planning
Financial Planning Tiers
STANDARD
Meeting Frequency: Semi-Annual
● Online Wealth Dashboard
● Cashflow & Budgeting
● Investment Planning
● Tax Planning
● Retirement & Pension Planning
● Risk & Insurance Review
● Social Security Optimization
● Employer Benefit Review
● Annual Action Plan
Fee: $1,750
0r
$145/month
*12-month minimum
PREMIUM
Meeting Frequency: Semi-Annual
Standard Package plus two (2) of the following:
● Education Funding Planning
● Advanced Estate Planning
● Outside Investment Guidance
● Stock Option Analysis
● Business, Rental, Entity Planning
● Complex Trust & Insurance Strategies
● Charitable Giving
Fee: $2,500
0r
$208/month
*12-month minimum
PREMIUM +
Meeting Frequency: Quarterly
Standard Package plus three (3) or more of the following:
● Education Funding Planning
● Advanced Estate Planning
● Outside Investment Guidance
● Stock Option Analysis
● Business, Rental, Entity Planning
● Complex Trust & Insurance Strategies
● Charitable Giving