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.
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.
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%
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!