Financial Planning Fees

Financial plans range from $1,500.00 to $3,500.00 based on the complexity of the plan.

Ongoing planning and reviews are 50% of the first year fee. For example, a first-year fee of $2,000 will have an annual fee of $1,000 for ongoing planning.

It’s your choice on whether to have an ongoing relationship or a one-time plan.

Limited scope planning hourly rate is $200.00

Investment management is not required for financial planning services.

Young professionals

If you are a young professional in the accumulation phase of wealth building, you probably don’t need investment management.

As your assets grow, you can always add investment management services.

Then again, you may want to manage your own investments.

Nearing retirement

If you’re approaching or already in retirement, your goal may be to determine if you have enough money to provide the income you desire.

Or, maybe you want to know if the money you’ve saved will last given a long life expectancy.

Perhaps you’re looking to see how your portfolio holds up in severe adverse market conditions.

Wherever you find yourself, I’m confident one of the financial planning options below can meet your needs.

The simple solutions that come from your financial plan will provide the lasting results you seek.

Financial plans include

Goal setting
Cash flow and net worth analysis
Liability analysis
Student loan payoff strategies
Retirement expense analysis
Retirement income analysis
Comprehensive Social Security analysis & recommendation
Tax-efficient withdrawal analysis & recommendations
Life expectancy modeling
Scenario modeling
Retirement plan analysis (401(k), 403(b), 457, IRA, Roth, etc.)
Detailed risk profile
Portfolio Crash Testing
Portfolio recommendations
Insurance Analysis & recommendations
Estate planning analysis & recommendations
Implementation plan
Unlimited Meetings
Unlimited email and phone support

Investment Management Fees

First $1,000,000 – 1.00%

Second $1,000,000 – 0.75%

Next $1,000,000 – 0.55%

Next $2,000,000 – 0.45%

Over $5,000,000 – 0.35%

Mutual Fund Fees

0.13% – 0.25%

Transaction Costs

Mutual funds – $9.95

Stocks/ETF – $9.95

Before moving forward, it’s important to decide if we are a good fit to work together. If you haven’t already done so, please go to the Work With Me page to learn more about the process.

Go to my online calendar to schedule a short, no-obligation introductory call.

I look forward to talking with you soon!