Packages & Pricing

We offer ongoing based financial planning and optional investment management services.

Financially Fit Details

  • financial planner Customized Financial Plan
  • financial planner Cash Flow & Debt Management
  • financial planner Insurance Needs Analysis
  • financial planner Education Planning and Funding
  • financial planner Retirement Planning & Capital Needs Analysis
  • financial planner Income Tax Planning
  • financial planner Estate Planning
  • financial planner Investment Asset Allocation
  • financial planner Employer Benefit & Savings Plan Analysis
  • financial planner Net Worth Position
  • financial planner Emergency Fund Planning
  • financial planner Savings Rate Analysis
  • financial planner Life Event Planning (large purchases)
  • financial planner Quarterly plan reviews
  • financial planner 24-hour plan access
  • financial planner Unlimited on-demand contact
  • financial planner Initial plan fee is $500 and includes 3 months of support 
  • financial planner Ongoing service fees are $1,200 yearly, per person multiplied by a complexity factor (default 1)
  • financial planner 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

  • investment management Optional Component
  • investment management Investment Policy Statement
  • investment management Asset Allocation & Investment Strategy
  • investment management Portfolio Asset Selection
  • investment management Regular Portfolio Monitoring 
  • investment management Periodic Rebalancing
  • investment management Quarterly Client Reviews 
  • investment management Fees calculated based on a complexity factor (default 2)