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