Focused Financial Plan
Targeted strategies for financial areas of greatest concern.
For those who seek professional advice for a few specific financial needs, the Focused Financial Plan allows you to select up to three financial areas on which to focus. We then deliver a written financial plan to address those specific focus areas, like saving for college, retirement, real estate, entrepreneurship, philanthropy, travel, or anything that is important to you.
ENGAGEMENT
Typically two in-person (or virtual) meetings, three months of unlimited phone and email access, and a written financial plan.
PRICING
The Focused Financial Plan base fee is $2,500 for an individual, $2,700 for an individual with dependants, or $3,500 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.