Financial Planning Pricing Matrix
Base (0-19) points
3 Step Planning Process
1–2-hour meetings/year
Your own personal financial website
Personal Financial Planning Only
Annual Financial updating of your plan
Cash Flow + Debt Management
Employer Benefits review
Basic Insurance Review
Basic Investment Review
The 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
$2100 ($175 per month)
Snowline (20-29) points
6 step planning process2 one-hour meetings per year
Your own personal financial website
Personal financial planning only
Regular updating of your plan
Cash Flow & Debt Management
Employer benefits review
Retirement and Education planning
Insurance review
Investment Review
The Plan is best for:
Relatively new in working with financial planning
Been in your career 10+ years
Has retirement savings and/or paying off student debt
Want to better understand your finances, cash flow, credit, and benefits
Starting or have a family
$3000 ($250 per month)
Summit (30-39) points
6 step planning process
2-3 meeting per 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
The Plan is best for:
People with some financial planning experience, and more assets
Been in your career 20+ 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
$4200 ($350 per month)
Mount Everest (40+) points
6 step planning process
2-4 meeting per year
Your own personal financial website
Regular updating of your plan
Cash Flow & Debt management
Employer benefits review
In-depth Retirement & Education Planning and cash flow
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
Trust planning
Stock options and RSU’s
Investment Policy Statement
The Plan is best for:
Typically, more than $5,000,000 in investable assets
Been in your career 25+ years
Paying off long term debt
Considering the sale of a business
Wondering when and how to retire
Wondering how to minimize taxes now and in retirement
Thinking about estate planning and charitable giving
1.50% of Annual Income
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 |
