Services Overview
I offer three levels of service based on your specific needs, budget and time involved as noted below. In addition, hourly planning at a rate of $230/hour is also available for special one-time projects or to address a specific financial question outside the scope of these services.
Financial CheckUp (Foundation)
The Financial CheckUp provides a financial assessment of your current situation with a focus on near term, stated goals in a particular topic area. Best suited for those more than 3 years from retirement, this plan provides a financial foundation to build upon should you want to expand the scope of your planning needs. A written assessment, recommendations, and unless declined 30 days implementation and monitoring follow up are included with this plan.
Fees - Engagement
The fee for a Financial CheckUp is $1,850, up to $2,050* depending upon the complexity of your situation** Typically it will take 3-4 weeks over the course of 3 meetings to develop the assessment and recommendations
Financial Health Plan (Comprehensive)
The Financial Health Plan is a highly collaborative process focused on maximizing your current and future potential for meeting your retirement and life goals with personalized advice based on a holistic approach to your personal and financial situations. A multi step Financial Planning approach is used to develop a comprehensive plan of specific recommendations and projections, which is best suited for those currently within or less than 3 years from retirement. Unless declined in advance, this plan includes implementation, monitoring and follow up for 3 months.
Fees - Engagement
The fee for a Financial Health Plan will range from $2,550 - $3,050* based on the complexity of your situation**. Expect this collaborative effort to take 4-6 weeks over the course of 4 meetings to complete prior to implementation,
Financial Wellness Program (Maintenance)
The Financial Wellness Program involves working one-on-one over an extended period of time and is offered as an optional service following completion of the Financial CheckUp or Financial Health Plans. You will have continuous access to me to review any new areas of concern, as well as changes to your personal goals or financial situation that may require additional review and updates to your plan. I will likewise monitor your plan to recommend any changes needed. On an annual basis, we will conduct a full review of your plan to ensure its accuracy and ongoing appropriateness.
Fees - Engagement
Financial Wellness Program is offered at the rate of $300.00 per quarter, with a minimum one-year agreement. Typical consultations will last 1.5 - 2 hours per quarter, based on the scope of updates or changes recommended
* Less complex assessments requiring fewer hours may result in a lower fee, which will be outlined prior to signed letter of engagement. ** Complex assessments include those requiring additional research time, such as self-employed businesses, annuities, private security investments and complex trust or partnership arrangements.