PLANS AND PRICING

Our Flat-Fee Pricing Structure

Our flat-fee services are straightforward, simplified, and designed for you.

$ 1500

Review of student loans
Repayment analysis
Testing for student loan forgiveness
Strategy outline and implementation
Assignment of Support Financial Advisor
Up to 3 data gathering, plan delivery, & review meetings

$ 2500

SS optimization plan
Expense and cashflow analysis
Benefits analysis and optimization
Retirement Plan/Account Analysis and Optimization
Major purchase modeling
Optional executive benefits optimization
Optional "non-traditional" investment transaction modeling
Assignment of Associate Financial Advisor
Up to 3 meetings for data gathering, plan review, & delivery

$ 3000

Review of colleges and costs
Analysis of individual student characteristics
Calculation of EFC & Optimization
Plan creation with recommendations
Assignment of Support Financial Advisor
Up to 6 data gathering, plan delivery, & review meetings

$ 4000

SS optimization plan
Expense and cashflow analysis
Benefits analysis and optimization
Retirement Plan/Account Analysis and Optimization
Major purchase modeling
Executive benefits optimization
"Non-traditional" investment transaction modeling
College/education planning
Risk analysis and Survivorship Planning
Investment review and recommendation
Simple tax planning
Simple estate planning/modeling
Assignment of Lead Financial Advisor
Up to 4 meetings for data gathering, plan review, & delivery

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$ 5000

SS optimization plan
Expense and cashflow analysis
Benefits analysis and optimization
Retirement Plan/Account Analysis and Optimization
Major purchase modeling
Executive benefits optimization
"Non-traditional" investment transaction modeling
College/education planning
Risk analysis and Survivorship Planning
Investment review and recommendation
Comprehensive tax planning and 1040 review
Complete estate planning
Assignment of Lead Financial Advisor
Up to 6 meetings for data gathering, plan review, & delivery

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Our Fee Schedules