Financial Planning Fees

$2500.................$10,000/YR

$220 .................$850/Month

< $500,000............................$500/YR

> $500,000............................$250/YR

$0 - $2,000,000................................1%

$2,000,000.01 - $4,000,000.........0.6%

$4,000,000.01 - $10,000,000.......0.4%

$10,000,000.01 and Above....... 0.25%

“Get organized and set a course

for your financial future.”

ANNUAL MEETINGS

• Investment Review

• Retirement Planning

• Social Security & Medicare Analysis

• Goals & Values Review

• Behavioral Financial Coaching

• Goal Monitoring

• Annual Client Appreciation Event

• Personalized Wealth Site

Initial Plan: $1,300

Ongoing Planning: $100/month

"A comprehensive approach to fully

evaluate and prioritize your finances."

SEMI-ANNUAL MEETINGS

ESSENTIALS PLUS:

• Access to exclusive web content

• Net Worth Statement

• Detailed Cash Flow Planning

• “What if” Scenarios

• Education Planning

• Risk & Insurance Analysis

• Basic Estate Planning Strategies

• Educational Workshops

• Exclusive Client Events

Initial Plan: $2,500

Ongoing Planning: $150/month

“Take complete control of your

financials and build your legacy.”

QUARTERLY MEETINGS

ADVANCED PLUS:

Initial Plan: $6,000

Ongoing Planning: $250/month

• Wealth Transfer Scenarios

• Family Financial Education

• Employee Stock Option Analysis

• Charitable Giving

• Business Planning

• Tax Planning Strategies

• Advanced Estate Planning Strategies

Initial Plan: $6,000

Ongoing Planning: $250/month