One-time fee for plan creation, review and guided implementation strategy. After the first 12-months following your plan’s creation we offer a monthly planning fee arrangement ($200/mo).
For project plans specific to a target area without a full financial plan. Examples Include: – Social Security Maximization – Investment Evaluation – Insurance Review – Risk Evaluation & Allocation Review
0.5% – 1.25%/yr
For our clients who desire delegating investment responsibility. We will design, implement, and manage the investment strategy, including investment research, analysis, and selection. *See fee schedule for additional details