Fearless Financial Plan
Typically six months, consisting of four in-person (or virtual) meetings and a written financial plan.
The Fearless Financial Plan base fee is $3,000 for an individual, $4,500 for an individual with dependants, or $6,000 per couple.
Our plan prices increase with complexity. For example, we charge an additional $1,000 for plans with incentive stock options or other forms of equity compensation, as well as an additional $750 for any individual with K-1 income. We also charge extra for investment analysis if there are more than four accounts requiring security selection (8 accounts for a couple). We will do our best to let you know after our introductory call/meeting if your plan will be considered complex.
Ongoing Support (optional)
After completing the initial planning process, you are eligible for our ongoing relationship management program at a cost of $100 per month for individuals and $150 for couples. This gives you unlimited email/phone access, as well as one 60-minute coaching session every six months where we review goal progress, investments, retirement allocations, and answer any financial questions.
Ongoing planning clients are entitled to a 25% discount on future comprehensive plans.