Flat Fee Financial Planning
a annual financial planning engagement for those who want to DIY
We understand that not everyone needs ongoing financial advice or investment management, which is why we offer an annual flat fee financial planning service that provides comprehensive guidance to help you achieve your financial goals. Our flat fee financial planning service includes guidance on a range of financial topics including stock option planning, retirement planning, investment strategies/analysis, tax planning, insurance needs, debt management, and estate planning. We will provide you with actionable recommendations that you can implement on your own to improve your financial strategy and achieve your goals.
What to Expect
75 minute - Onboarding Meeting to discuss everything financial
75 minute - Recommendation Meeting to review recommended strategies
60 minute - Ad Hoc Meeting available throughout the year
60 minute - Annual Strategy Meeting
12 months of access to your eMoney plan
Fees
Project Based Fee Starting at $2,000
Quoted after Intro Call and paid quarterly.
Getting Started
Schedule Intro Call to determine if this service is a good fit
Receive fee quote and sign financial planning agreement
Pay first quarter fee
Schedule Onboarding Meeting
Have a question or want more detail?