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Plan Pricing

Our 12-month engagement begins with a Comprehensive Financial Plan, which we prepare over 3 months for a flat fee. From there, you can add an Estate Plan or Year-End Tax Plan. If you need assistance outside these fixed-fee services, Ongoing Support is available at $300 per hour, ensuring you only pay for the assistance you need.

First 3 Months

All clients begin with a Comprehensive Financial Plan for a flat fee of $4,500. Half of the fee is due upon signing the engagement letter, and the other half is due at the end of your dedicated 3-month planning period. This fee covers up to 4 meetings and email support during this time.

COMPREHENSIVE
FINANCIAL PLAN

$4,500

Optional Add-On

ESTATE
PLAN

$1,500

During our 12-month engagement, you have the option to add an Estate Plan for a flat fee of $1,500. The fee is due once the plan is finalized and covers up to 2 meetings and email support through completion of the plan.

Optional Add-On

YEAR-END
TAX PLAN

$1,500

During our 12 month engagement, you have the option to add a Year-End Tax Plan for a flat fee of $1,500. This service becomes available in November of each year. The fee is due once the plan is finalized and covers up to 2 meetings and email support through the completion of the plan.

Mountain

25% Discount on
Annual Renewals

12 months after we began our journey together, you'll have the option to renew our engagement. This includes a fully updated Comprehensive Financial Plan, continued Ongoing Support, and the optional Estate Plan or Year-End Tax Plan. Renewing ensures your plan stays current and provides you uninterrupted access to our support. The process is the same as your initial year, but with a 25% discount off the prevailing Comprehensive Financial Plan fee. The discounted Comprehensive Financial Plan fee is currently $3,375.

FAQs

Do I have to renew the service at the end of the year?
No, the annual renewal is completely optional. If you feel that you've acquired the tools and knowledge that you need to move forward independently, that can be a great outcome. That said, most clients find that true long-term value and maximum benefit come from continuing the partnership. Subsequent years allow us to move past the fundamentals and into in-depth optimization and adaptation as your life and the world around you change. Renewing is the best way to leverage our expertise for sustained success and to make sure your plan stays current and impactful.

Can I skip the Comprehensive Financial Plan?
No. The Comprehensive Financial Plan is the foundational requirement for all our services, even upon annual renewal. It establishes the necessary data and strategy needed to effectively execute our optional add-on plans.
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What happens if my Comprehensive Financial Plan isn't finished within the 3-month planning period?
We are committed to preparing your plan and providing support during your dedicated 3-month planning period. To ensure we can finalize your plan within this timeframe, we ask that you provide the requested information and set aside time for our meetings in a timely manner. The second half of your fee is due at the end of the 3-month period regardless of whether you've completed the process, as the fee is for the dedicated planning period that we've provided to you. If you need further assistance after this period, we can continue our work together at our hourly Ongoing Support rate.

Get Started Today

Take the next step and schedule a free, no-obligation, introductory meeting.

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