Comprehensive Planning Hourly Planning
Financial Advisory Services
  • Retirement Outlook / Income Planning
  • Social Security & Medicare
  • Employer benefits
  • Life, Long-term care, Disability needs assessment
  • Investment allocation & selection
  • Account location
  • Education savings planning
  • Tax planning
  • Estate planning
Address your most urgent financial concerns.

Popular topics include:

  • What investments should I choose in my 401(K)?
  • How much life insurance do I really need?
  • Is it best to take pension as a lump sum payout?
  • Should I invest in a Roth or Traditional IRA?
Discovery Meetings 2-3 meetings (on average) Depends on scope of engagement
Plan Delivery Meeting 90-120 minute meeting to discuss recommendations. 30-60 minute meeting to discuss recommendations
Ongoing Meetings 60-minute follow up at 6 and 12 months Check-in call at 3 months.
Fee $1,500 to $3,000; one time $150 per hour (one hour minimum)
Deliverables 10-20 page report including analysis, recommendations and action item checklist of next steps. 3-5 page financial blueprint addressing your concerns that includes a customized action item checklist.
Email & Phone Support Access to a dedicated CFP®professional for 12 months. Access to a dedicated CFP® professional for 3 months.