Fee Structure

Professional Financial Planning.  Unconventional Fees.

Comprehensive Financial Planning

We will meet several times to discover and explore your financial goals and gather your financial information to develop a complete picture of your financial life.

We will further refine and illustrate 2 of your goals in your initial financial plan. Using interactive software, we will meet together to review your financial plan. Your analysis will include sophisticated tax and investment projections, including a Monte Carlo analysis. By the end of your meeting you will have clear understanding of what you need to do to accomplish your goals. You will be able to answer the questions below.

  • $1,900 one time fee
  • Can I retire yet?
  • What is the probability of never running out of money during my lifetime?
  • How much do I need to save per month to retire at age 45, 50, 55, or 60?
  • How much do I need to save each month to pay for my children’s education?
  • When should I claim Social Security?
  • When and how much of my IRA should I convert to Roth?
  • We will continue to review and update your Comprehensive Financial Plan as part of an ongoing Financial Planning Only Monthly Subscription

Financial Planning Only Monthly Subscription

ThinkPlanSave will gently nudge you along to accomplish your goals and keep you accountable.

  • $150/month
  • Cash flow review and retirement income planning
  • Strategies for student loan or other debt repayment
  • Annual review of Employee Benefits
  • Annual review of 401k Plan investment options
  • Insurance review (life, disability, and property)
  • Saving for College – selecting a 529 plan
  • Planning for Incentive Compensation (RSU and ISO stock options)
  • Tax planning strategies
  • Charitable gift planning
  • Planning for wealth transfer to the next generation
  • Questions answered by email, text, and conference call
  • Enjoy greater marital harmony around financial issues

Flat Fee Asset Management

  • $6,000/year per client relationship regardless of AUM
  • Development of an Investment Policy Statement aligned with your specific goals
  • Construction of a customized portfolio
  • Portfolio rebalancing
  • Tax loss harvesting

Financial Re-Boot or Second Opinion Check

  • $200 for a 90-minute session

Maybe you don’t feel ready yet to hire a financial planner, but still have one or two questions? Do you like to DIY but want a second opinion on something?

We’ll spend 90 minutes together addressing your questions.

Ready to become another success story?