Fee Only Financial Plans

Mini Plan: $750 – This is a great plan for individuals looking to establish their financial goals and develop a retirement plan.

·        Financial Goals Established

·        Investment Philosophy Established

·        Asset Allocation Completed

·        Required Investment Return

·        Retirement Plan Established

Basic Plan: $1,575 – This plan delves deeper into your financial planning needs by incorporating everything in the mini plan in addition to debt and income management.

·        Everything in the Mini Plan

·        Debt Planning

·        Expense Management

·        Income Management

Family Plan: $2,350 – This plan is perfect for individuals looking to manage risk, new families looking for a starting place to plan, and seasoned families looking to take a comprehensive look at their savings and risk management plan.

·        Everything in the Basic Plan

·        Net Worth Management

·        Risk Management

·        Life Insurance Planning

·        College Education Planning

Hourly: $195 –  Don’t see a plan that meets your needs? We can tailor a plan that meets your needs based on an hourly rate of $195 per hour.