Comprehensive Financial Planning | $1,500 flat fee¹
Best for clients who have multiple, and often competing goals, priorities, and time horizons (for example– saving for retirement while paying for college and paying off debt).
Comprehensive planning builds a foundation that allows you to see the big picture– a crucial step in being able to prioritize objectives, understand trade-offs, and make good financial decisions.

Includes:

  • 2-3 discovery meetings to identify goals, values and concerns
  • Secure, online access to your financial plan during and after planning
  • Presentation meeting; includes written report, recommendations and next steps
  • Two follow up calls scheduled after presentation meeting
  • Access to a dedicated CFP® professional via telephone / email for 12 months
¹$1,500 flat fee is based upon a typical financial planning engagement which takes 10-15 hours to complete. Based upon the complexity of your financial profile we reserve the right to quote you a customized price based upon your specific situation and requirements.