Financial Planning Comprehensive Plan Fee

Foundational Planning - 1,800

Retirement Distribution Planning - 3,500

Complex Retirement and Complex Estate Planning - $5,000 - 7,500 (depending on complexity)

Business Owner Planning (to include individual financial planning) $6,000 - $10,000 (depending on complexity)

Business Exit Planning (Including Business Valuation) $10,000 - $25,000 (Depending on complexity)