Financial Planning Pricing
Financial Planning Fee Options
The Basics
Includes the following items:
- Presentation of current financial situation with potential alternatives (excludes written recommendations)
- Access to your personal eMoney website
- Set financial goals
- Limited scope with up to three planning areas: Retirement, Investment, and Estate planning
- Budget analysis (spending by category, spending history, budget establishment)
- Debt review and management
- Elect employee benefits & other insurance needs (Life, Disability, Long-Term Care)
- Evaluate employer retirement plans & contributions (401(k), 403(b), SEP IRA, etc.)
- Develop investment portfolio
- Ongoing advice with up to 12 contacts per year
Ideal for individuals and couples looking for a starting point on investing.
Starting at $1200*
*May increase with complexity. Multiple payment options available, including monthly subscription payments. All monthly payment options are a minimum of 12 months.
Comprehensive
In addition to The Basics, you will receive:
- Presentation of current financial situation with potential alternatives and written recommendations
- Investment portfolio analysis, strategy, and recommendations
- Retirement income forecasting and planning
- Debt strategy for mortgage, education, auto loans, etc.
- Stock options strategy, stock plan optimization (ESPP, RSU, ISQ, NQSO), and liquidation
- Traditional vs. ROTH contribution analysis
- Education and college funding
- 5 year cash flow and savings projection
- Year-end tax planning & savings
- Annual gifting and charitable giving
- Complex estate planning (beneficiary and documentation review)
- Alternative investment strategies
- Business continuity and succession planning
- Highly compensated employee benefit strategies
Starting at $3700*
*May increase with complexity. Multiple payment options available, including monthly subscription payments. All monthly payment options are a minimum of 12 months.