Comprehensive & Customized Financial Plans
To start, we charge a fee for a comprehensive financial plan. The minimum price for a plan is $1,500 and will adjust based on your specific financial situation. This fee covers the initial financial plan, and at the end of our financial planning process, we will mutually determine what work, if any, needs to be done on an ongoing basis and update accordingly. Generally, our clients renew their financial plans periodically at 50-75% of the original fee.
Implementation
After completing the initial plan, you are under no obligation to implement your financial plan through us, however, over 90% of our clients choose to do so.
In this phase, we will act as your advocate to search the marketplace to bring you accounts and policies that are appropriate to you and fit within your financial plan.
The fees and commission associated with these products compensate us for the work involved in in implementing your plan, and we will explain and review all fees with you before moving forward on any product.
Introductions
Throughout the planning and implementation stages of our work, our goal is for you to be able to confirm that you received exceptional value from our services. After those phases are complete, we will then ask for your active goodwill in introducing our team to other individuals just like you who could benefit from working alongside us.