Financial Plan Packages

Financial Plan Packages

Sometimes you may want more of a limited engagement with a financial planner.  For clients that desire a one-time financial plan or meeting to review specific topic areas one of our Financial Plan Packages may work well.

We can tailor the specific topics to your situation, but these plans offer us an opportunity to work together to develop a “game plan” and list of actions to take to achieve your goals.  We work with you to develop a plan to address your most important considerations and concerns.

We recommend annual check-in meetings to update and “refresh” the plan and topic areas since life is always evolving.


Financial Plan

Topics reviewed may include cash flow/budget, debt reduction plan, savings targets, retirement plan with multiple “what-if” scenarios, home remodel or new home purchase, college projections and funding recommendations, investment review, insurance review, estate planning review, employee benefit(s) review, other specific items if needed.

  • Single, no children: $1,500
  • Single, with children: $2,500
  • Partnered, no children: $3,000
  • Partnered, with children: $4,000

Retirement Roadmap

Topics reviewed may include retirement plan with multiple “what-if” scenarios, cash flow/budget review, investment review, insurance review, how to access income from your portfolio, pension distribution options, Social Security claiming options, medical insurance or Medicare decisions, estate planning review, long-term care insurance and required minimum distributions.

  • One individual: $3,000
  • Married/Partners: $5,000

Annual updates (meeting and plan update) are usually half of the initial plan cost.

**PLEASE NOTE** These package fees are based on normal complexity.  If you have more than usual complexity, your fee may be different.  We will review with you at our introductory meeting.

Ready to get started with a Financial Planning Package?