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 $2,700 for an individual 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 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.