Pricing
CUSTOM FINANCIAL PLANS
EARLY CAREER
$ 1,000-3,000
- Cash Flow Analysis
- Optimized Savings Plan
- Tax Plan
- Investment Plan
Typical pricing & services for early career life phase. Actual pricing will be driven by client needs and planning complexity.
MID CAREER
$ 2,000-4,000
- Cash Flow Analysis
- Optimized Savings Plan
- Advanced Tax Plan
- Investment Plan
- College Savings Plan
- Insurance Analysis
- Basic Estate Plan
Typical pricing & services for mid career life phase. Actual pricing will be driven by client needs and planning complexity.
LATE CAREER / RETIREMENT
$ 3,000-6,000
- Advanced Cash Flow Plan
- Multi-Stream Spending Plan
- Advanced Tax Plan
- Advanced Investment Plan
- Advanced Insurance Analysis
- Advanced Estate Plan
- Distribution/RMD Strategies
- Social Security Strategies
Typical pricing & services for late career/retirement life phase. Actual pricing will be driven by client needs and planning complexity.
ONGOING SUPPORT & MICRO PROJECTS
ONGOING SUPPORT
$ 300 Per Hour
- Highly Flexible and Customized Support Options
- Pay Only for the Time You Need and Use
- Ongoing Plan Updates
- Periodic Portfolio Review and Updates
- Annual Tax Planning
- Ad Hoc Support
- Annual Employee Benefit Reviews
- Periodic Check-In Meetings
Subscriptions are also available for those desiring unlimited support with flat-fee billing.
MICRO PROJECTS
$ 300 Per Hour
- Focused, Single Topic Projects
- Portfolio Advice/Second Opinion
- Equity Compensation Analysis (ISO, NQSO, Etc.)
- Job/Career Change
- Self-Employed Retirement Plan Set Up
- Small Business Launch
These projects tend to be six hours or less.
