Installment Options for Financial Planning

We now offer Installment options for Financial Planning
Relationships available:
 

Foundational
Regular Single Payment Price: $700 (6 month engagement)
Installment Option Price: $250 Start up fee, then $100 per month for months 2-6
 

Core
Regular Single Payment Price: $1,650 (12 month engagement)
Installment Option Price: $650 Start up fee, then $100 per month for months 2-12
 

Comprehensive
Regular Single Payment Price: $3,080 (12 month engagement)
Installment Option Price: $1,200 Start up fee, then $180 per month for months 2-12

After initial engagement, ongoing financial planning and consulting services can continue for a monthly fee of $100 for most plans and situations. This monthly planning fee may be reduced based on invest-ment assets held with us.
Securities