Financial Planning & Solutions

This is for those families that want a complete review of their entire financial eco-system.  I will work with you to understand your values around money and provide actionable advice.  The full plan typically takes three (3) to six (6) months to complete and includes at least three (3) meetings ending with a comprehensive, actionable plan for your family.

One-time Cost = $6,000

This option is for those families that want a review of their retirement readiness.  This service does not cover all aspects of the comprehensive financial plan. It will focus mostly on topics around retirement.  This engagement is usually completed within two (2) months and ends with an actionable retirement plan for your family.

One-time Cost = $3,000

After completing a financial planning engagement, those that want ongoing support can work with me on an annual basis. The cost of this service includes at least one planning meeting per year and includes unlimited, ongoing support for a the twelve (12) month period. This will renew annually until canceled by either you or FSFP.

Annual Cost = $3,000

FSFP has access to an attorney-network that recommends and creates estate documents. I provide education and data entry for this service. I do NOT provide legal advice. I also provide referrals to local attorneys. Costs are dependent upon the recommendation of the attorney network and my planning fee.

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

This option is for those families that want a CFP® co-pilot to support your financial journey.  I will provide up to four (4) hours of planning assistance per year, and you will have full access to my financial planning software for a low annual fee.  This will renew annually until canceled by either you or FSFP.

Annual Cost = $1,000

Appropriate if you want advice on a specific financial planning area(s). Examples include, when to take Social Security, how Roth conversions work, annual tax planning or a review of your investment portfolio.  The scope of the work will determine the one-time fee and is usually completed within one (1) month.

Hourly Cost = $400