Financial Planning Relationships Available
| RETIREMENT PLAN CONSULTING | FOUNDATIONAL | CORE | COMPREHENSIVE | ADVANCED | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Typical Annual Income and/or Net Worth of Clients using this service | Income $50,000-$99,000 Net Worth $50,000-$299,000 |
Income $100,000-$250,000 Net Worth $300,000-$750,000 |
Income $250,000-$499,000 Net Worth $1M-$4.5 million |
Income $500,000+ Net Worth $5 million+ |
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| Typical number of meetings required | 2-3 | 2-3 | 4-5 | 4-6 | 6-8 | |||||||||
| Engagement Timeframe | N/A | 6 months | 12 months | 12 months | 12 months | |||||||||
| Single Payment Option | $500 up to 3 hours | $700 | $1,650 | $3,080 | $5,050+ | |||||||||
| Installment Option* Start up fee plus monthly fee from month 2 through end of engagement | N/A | $250 Start up fee plus $100 per month |
$650 Start up fee plus $100 per month |
$1,200 Start up fee plus $180 per month |
To be determined with Scope of Engagement | |||||||||
Retirement Plan Review |
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| Allocation Guidance for company retirement plan | ü |
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| Beneficiary Review | ü |
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| Employee Benefits Review | ü |
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| Beneficiary Audit | ü |
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| Life Insurance Review | ü |
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| Review Income & Expenses with Budgeting Guidance | ü |
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| Retirement Outlook and Funding Recommendations | ü |
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| Online Financial Portal | ü |
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| Full PDF Financial Plan | ü |
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| Personalized Recommendations | ü |
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| Prioritized Action Items | ü |
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| Tax Mitigation Strategies | ü |
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| Risk Assessment (Life, Disability, Long-Term Care, P&C Coverage, Stock Concentration | ü |
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| Basic Estate Planning Guidance (Wills, POA, Revocable Trust, HC Directives) | ü |
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| Executive Compensation & Stock Options | ü |
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| Multiple Goal Analysis | ü |
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| What-if Scenarios | ü |
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| Coordination of Action Items with 3rd Party Professionals (CPA, Attorney, etc.) | ü |
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| Charitable Planning Strategies | ü |
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| Alternative Investment Strategies | ü |
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| Complex Trust & Wealth Transfer Strategies | ü |
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| Federal & State Estate Tax Mitigation | ü |
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| Family Wealth Planning & Education | ü |
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| Advanced Deliverables | ü |
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| Trust & Estate Flow Illustrations | ü |
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*Plan pricing is based on the standard engagement. Pricing may be readjusted for circumstantial events that require additional time commitment and analysis.