Financial Planning
Base
- 3 Step Planning Process
- 1 - 2 Hour meetings/year
- Your own personal financial website
- Personal Financial Planning Only
- Annual updating of your plan
- Cash Flow + Debt Management
- Employer Benefits review
- Basic Insurance Review
- Basic Investment Review
This plan is best for:
- Beginners new to working with a financial planner
- New in your career
- Just starting a retirement savings and/or paying off student debt
- Want to better understand your finances, cash flow, credit and benefits
- Starting a Family
Investable assets < $500,000 or income < $75,000
$1500 ($125 per month)
Snow Line
- 6 Step planning process
- 2 One Hour Meetings/year
- Your own personal financial website
- Personal Financial Planning Only
- Regular updating of your plan
- Cash Flow & Debt Management
- Employer Benefits review
- Basic Retirement and Education Planning
- Basic Insurance Review
- Basic Investment Review
This plan is best for:
- Relatively new in working with financial planning
- Been in your career 5+ years
- Has retirement savings and/or paying off student debt
- Want to better understand your finances, cash flow, credit and benefits
- Starting a Family
Investable assets $500,000 - $750,000 or income $75,000 - $150,000
$2700 ($225 per month)
Summit
- 6 Step planning process
- 2 - 3 Meetings/year
- Your own personal financial website
- Personal Financial Planning Only
- Regular updating of your plan
- Cash Flow & Debt Management
- Employer Benefits review
- In-depth Retirement & Education Planning
- In-depth Insurance Review
- In-depth Investment Review
- In-depth Estate Planning
- In-depth Charitable Planning
- In-Depth Tax Planning
- In-depth Social Security Planning
This plan is best for:
- People with some financial planning experience, and more assets
- Been in your career 10+ years
- Thinking about saving for college
- Looking to invest outside of 401k plan
- Beginning to think about what retirement looks like
- Wondering how to minimize taxes
- Thinking about estate planning and charitable giving
Investable Assets $750,000 - $3,00,000+ or income $150,000 - $250,000+
$3600 ($300 per month)
Divorce Financial Planning
Total Assets in Settlement | Flat Price* |
---|---|
0-$500,000 | $3,000 |
$500,000-$1,000,000 | $5,000 |
$1,000,000 to $3,000,000 | $8,000 |
$3,000,000 to $5,000,000 | $10,000 |
$5,000,000 and up | Negotiable |
*Includes the following
Initial Meeting 60-90 minutes
Individual meetings with each party 60 minutes
Document Gathering and organization
Data Entry and analysis, up to 10 hours
Negotiation meeting 2 hours
Final negotiation Meeting, if needed, 1-2 hours
Email & phone correspondence, up to 3 hours
Asset Management Annual Pricing
Total Assets Managed | Percent |
---|---|
$0-$100,000 | 1.50% |
$100,000-$500,000 | 1.25% |
$500,000-$1,00,000 | 1.00% |
$1,000,000-$2,000,000 | 0.90% |
$2,000,000 to $5,000,000 | 0.80% |
$5,000,000 to $10,000,000 | 0.50% |
$10,000,000 and up | Negotiable |