Flat Fee Financial Planning

Our Flat Fee Financial Planning Is Ideal for:

Capable do-it-yourselfers (we'll ask you to manage your own portfolio)

People that are organized,

Those that have managed to avoid debt,

Never sold investments in turbulent market periods,

Have implemented important basics,

Familiar with common planning practices.

Schedule a Call

What You Receive

Personalized financial plan

90-120 minute initial plan review

Implementation support

Final plan presentation

12-month planning engagement

What You Pay

What You Receive

$3,000 for early-career, getting started plans

$6,000 for mid-career, college plans, stock options

$12,000 for late-career, retirement plans

First half is due at engagement,

Second half is due at final plan presentation.

Additional Flat Fee Financial Planning Services

60-minute sessions, $500 each.

Investment account review.
Insurance policy review.
Estate plan review.
Budget/cash flow review.
Tax return analysis.

Need Planning and Investment Management?

Are you too busy to mange your finances? Do you want to delegate investing to a professional? Is your financial life complex? If you answered "yes" to any of these questions, check out our comprehensive financial planning and investment management offering.

Find out more

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