Services & Fees

  • Financial Empowerment Coaching
    • This service is for those who need assistance getting their finances in order.  It includes an evaluation of your current financial situation and an action plan to move forward. The rate is $200/hr.
  • Project-Based Financial Consulting
    • This service if those who have project-based financial needs. The rate ranges from $200-300/hr depending on the project.
  • Comprehensive Financial Planning
    • A variety of financial planning packages are available. They are detailed below and are priced based on the complexity of your finances and goals.
  • Investment Management
    • We create an investment policy statement for you based on your goals and objectives. Fees for investment management services range from 0.5%-1.5% of assets depending on the value of assets under management and financial complexity.

Financial Planning Packages

Building Wealth Package

Are you a mid-career professional with multiple (sometimes conflicting) financial goals? This package is for those in need of a financial plan that can include up to 3 goals and support to stay on track. You receive:

  •    Personal financial management website to track all of your accounts in one place
  •    Portfolio review and recommendations
  •    Budgeting and cash flow planning
  •    Debt analysis and strategies
  •    Employee benefits optimization
  •    Retirement and long-term planning
  •    Basic estate planning
  •    Risk management
  •    Restricted stock planning
  •    Stock option planning
  •    Secure online storage to maintain financial records
  •    Financial webinars via personal financial website
  •    Annual meeting
  •    Quarterly 30-min call
  •    Ongoing email support

The initial investment for this package is $997. After that, it is just $199/month.  (Financial planning does not include investment management.)

Fundamentals Package

Are you just starting to determine your financial goals and coming up with a plan to reach them? This package is for those in need of a simple financial plan and support to stay on track. You receive:

  • Personal financial management website to track all of your accounts in one place
  • Portfolio review and recommendations
  • Budgeting and cash flow planning
  • Debt analysis and strategies
  • Employee benefits optimization
  • Secure online storage to maintain financial records
  • Financial webinars via personal financial website
  • Quarterly 30-min call
  • Initial financial plan with one goal and actionable steps
  • Ongoing email support

The initial investment for this package is $497. After that, it is just $99/month.  (Financial planning does not include investment management.)

Premium Package

Do you have more complex financial needs? This package is for you. You receive:

  •     Personal financial management website to track all of your accounts in one place
  •    Portfolio review and recommendations
  •    Budgeting and cash flow planning
  •    Debt analysis and strategies
  •    Employee benefits optimization
  •    Retirement and long-term planning
  •    Basic estate planning
  •    Risk management
  •    Restricted stock planning
  •    Stock option planning
  •    Small business retirement planning
  •    Tax planning
  •    Coordination with strategic professionals
  •     Secure online storage to maintain financial records
  •     Financial webinars via personal financial website
  •     Annual meeting
  •     Monthly 30-min call
  •     Ongoing email support

The initial investment for this package is $1497. After that, it is just $399/month.  (Financial planning does not include investment management.)

More Information About Your Personal Financial Website

 

Download The Personal Financial Website Overview PDF

Choosing a financial planner is an important decision.

 

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