Broker Check

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. 

Schedule a Consultation

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