On-going Planning Subscription

Our monthly planning and coaching subscription service allows you to pay a monthly fee for our service rather than a large comprehensive fee*.  Here is what you will receive with your monthly subscription

• 2 in-person or virtual meetings with Planner
  
• Access to E-Money or Living Balance Sheet portal
• 4 Quarterly Calls
• Market Updates
• Priority Call availability with your planner
• Annual Tax Planning update shared with your CPA
• Annual Estate Planning review with your Attorney
• Annual Protection and Risk review 

* The purchase of insurance and investment products would be subject to additional costs, including commissions or advisory management fees.

Subscription fee schedule. (May be paid monthly or annually)

Foundational Planning. -   $1,200.00

Retirement Planning -      $1,800.00

Complex Planning.  -   $2,400 - $6,000. (depending on complexity

Business Owner Planning - $ 6,000 - $18,000.  (Depending on complexity)

Implementation of your written recommendations will be done separately from the Financial Planning Services and Financial Consulting Services. Additional fees may apply to any implemented recommendations. You’ll determine if, when, and how to implement recommendations.