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Financial Planning Fee

Our annual Financial Planning fees start at $3,000 for an individual ($4,000 for a couple). We will determine the actual financial plan price after evaluating your individual needs and the complexity of your situation. Generally speaking, financial planning encompasses:

  • Goal Setting & Planning
  • Asset & Debt Management
  • Cash Flow & Income Management
  • Investment Management & Planning
  • Employer Benefits Decision-Making
  • Risk Management & Insurance Review
  • Tax Savings Planning 
  • Accumulation & Retirement Planning
  • Estate Planning 
  • Business & Career Advice 
  • Education Planning
  • Financial Education & Empowerment