Financial Planning & 

Ongoing Advisory Services

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Comprehensive Financial Plan - 
From $495.00
Includes the following:

Understanding Your Circumstances
Goals, needs, wants, risk tolerance
and  time horizon

Data Gathering
Documents to complete your financial profile

Data Input & Analysis
Monte Carlo assessment, benchmark testing of financial portfolio & risk management assessment

Presentation of Findings
Virtual meeting, phone call or in-person meeting to discuss current probability of a successful outcome

Presentation of Recommendations
Primary set of recommendations with at least one alternate recommendation

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60 Minute Financial Planning Session - $125.00
Includes the following:

Understanding Your Circumstances
A summarization of goals, needs, wants, risk tolerance and  time horizon

Data Gathering
Stated Income and rough outline of financial portfolio and insurance risk management

Data Input & Analysis
Monte Carlo assessment & risk management assessment using estimated data

Presentation of Findings
Virtual meeting, phone call or in-person meeting to discuss current probability of a successful outcome

Presentation of Recommendations
Primary set of recommendations with at
least one alternate recommendation


Cost can be applied to Financial Plan Fee

Ongoing Financial Planning & Advice - $2,495.00/year
Includes the following:

Investment Advisory Services - No Minimum Asset Requirement
Ongoing investment management and/or ongoing investment advice on held away assets including quarterly reviews

Financial Planning Services
Ongoing financial plan monitoring and updates including annual review

Client Portal with Plan Access 
Year round access to the live financial plan document through the secure financial planning website

Coordination with Other Professionals
Coordination with client's other professional advisers with regard to financial, tax, insurance and estate planning as needed

Year Round Communication
Ongoing communication with clients as needed

Unlimited Planning
College Planning & Risk Management Planning

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Insurance Risk Management Plan - $195.00
Includes the following:

Understanding Your Circumstances
goals, needs, wants, risk tolerance and  time horizon)

Data Gathering
(Documents to understand your insurance risk profile

Data Input & Analysis
Risk management assessment & Monte Carlo Simulation as needed

Presentation of Findings
Virtual meeting, phone call or in-person meeting to discuss current probability
of a successful outcome


Presentation of Recommendations
Primary set of recommendations with at least one alternate recommendation

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