All new clients begin with a Comprehensive Financial Plan for a flat fee of $4,500. The first step is to schedule a free, no-obligation introductory virtual meeting.

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Please note that for WealthMap Planning to maintain a consistent fee structure across all clients, we only work with individuals who share certain characteristics. Specifically, we do not work with clients who have international tax issues, significant rental real estate holdings, or business planning needs.

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If you fit these criteria, please complete the following form to schedule your 30 minute introductory meeting. We'll walk you through an example Comprehensive Financial Plan and get to know your financial goals. This will give us both an opportunity to confirm whether we're the right fit.