Flat-Fee Solutions

• Complete review of your entire financial eco-system
• Three (3) to six (6) months engagement 
• At least three (3) meetings, with an actionable plan for your family

                   One-time Cost = $6,000

• Focused on those close to retirement or new retirees
• Two (2) to three (3) month engagement
•  At least two (2) meetings, with actionable plan for your family

                 One-time Cost = $3,500

• Ongoing financial planning 
• At least 2 planning meetings per year, including unlimited support for 12 months
• Renews annually until canceled by you or FSFP

                    Annual Cost = $3,500

• Access to an attorney-network that recommends and creates core estate documents 
• Referrals to local attorneys in the state you reside, if available
• FSFP does NOT provide legal advice 

            One-time Cost = $0 to $2,000

• Families who want a CFP® co-pilot  
• Up to 4 hours of planning support per year with full access to my financial planning software
• Renews annually until canceled by you or FSFP

                    Annual Cost = $1,000

• Advice on a specific financial planning area(s)
• Limited engagement 
• The scope of work determines the fee, and the engagement is usually completed within  to 2 months

                   Hourly Cost = $400