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Financial Planning Fees


Standalone Rates
Plan Complexity Level
Minimum
Maximum
Comprehensive Plan
$3,500$12,500
Focused Plan$500$5,500


Hourly Rates
Plan Complexity Level
Minimum
Maximum
Comprehensive Plan
$300$500
Focused Plan$150$400










COMPREHENSIVE  FINANCIAL  PLANNING 

Involves, but not limited to,  the  detailed  review  and analysis  of  all facets  of  your  financial  situation.  This includes financial  goal development,  employee  benefits, cash  flow  analysis, retirement  planning,  risk management, education  funding,  investment management, tax management, philanthropic, and estate planning.

FOCUSED FINANCIAL PLANNING 

Involves the detailed review and analysis in a selection of areas  such  as  financial  goal  development,  employee benefits,  cash  flow  analysis,  retirement planning,  risk  management,  education  funding,  investment  management, tax  management, philanthropic and estate planning.