Packages & Pricing
We offer ongoing based financial planning and optional investment management services.
Financially Fit Details
- Customized Financial Plan
- Cash Flow & Debt Management
- Insurance Needs Analysis
- Education Planning and Funding
- Retirement Planning & Capital Needs Analysis
- Income Tax Planning
- Estate Planning
- Investment Asset Allocation
- Employer Benefit & Savings Plan Analysis
- Net Worth Position
- Emergency Fund Planning
- Savings Rate Analysis
- Life Event Planning (large purchases)
- Quarterly plan reviews
- 24-hour plan access
- Unlimited on-demand contact
- Initial plan fee is $500 and includes 3 months of support
- Ongoing service fees are $1,200 yearly, per person multiplied by a complexity factor (default 1)
- Complexity factor is based on range of services included, the number of and complexity of assets, client needs, and the time required to deliver the services
Investment Management Details