Financial Planning Solutions & Fees
Solutions
My advice-only financial planning solution includes a comprehensive review and analysis of your current financial situation, education, personalized recommendations, and most importantly – a detailed actionable plan to help you confidently pursue your financial goals.
The comprehensive, personalized plan may cover these areas:
- Cash Flow & debt
- Risk
- Employee benefits
- Investment analysis
- Retirement
- Education
- Estate planning
- Tax planning
- Social Security/Medicare
I also offer limited financial planning engagements if a comprehensive financial plan is not needed and to address any of the above topics. For all families I meet with I offer, at no cost to you, a Health Care Power of Attorney and Financial Power of Attorney. Both of these documents are important foundational pieces to a comprehensive estate plan.
Simple, Transparent & Fair Fees
A minimum three-month comprehensive financial planning engagement is a flat fee of $5,000. This rate assumes you use my financial portal to enter the data yourself or use the aggregation service to update your information. If you prefer me to enter the data, I am happy to do so, but I charge $1,000 for that service. Regardless of whether you or I enter the data, I will fully review all information for accuracy and completeness in the creation of your plan.
I also work on limited engagements for one-off financial planning requests, and I charge at the rate of $300/hour.