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 = $3,000

• Ongoing financial planning 

• 1 (one) to 2 (two) planning meetings per year, including unlimited support for a twelve (12) months

• Renews annually until canceled by you or FSFP

                    Annual Cost = $3,000

• Access to an attorney-network that recommends and creates estate documents 

• Referrals to local attorneys in the state you reside

• Education and data entry for this service are provided by FSFP. FSFP does NOT provide legal advice 

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

• Designed for DIY investors who want a CFP® co-pilot  

• Up to four (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 with help for specific financial planning

• The scope of work determines the fee and is usually completed within one (1) to two (2) months

                   Hourly Cost = $400