Pricing
SMOOTH PRICING
|
Service |
Fee |
|---|---|
|
Cash Flow/Budgeting |
$500 |
|
Debt Strategies |
$500 |
|
Employer-Sponsored Account Recommendations |
$300 |
|
RMD Strategies |
$500 |
|
Estate Analysis |
$750 |
|
Saving for Goals |
$500 |
|
Education Planning |
$500 |
|
Benefit/Compensation Package Review |
$300 |
|
Executive Compensation Planning |
$750 |
|
Major Purchase Planning |
$750 |
|
Drawdown Strategies |
$500 |
|
Risk Management/Insurance Needs |
$500 |
|
Retirement Planning |
$500 |
|
Pension Strategies |
$500 |
|
Gift/Charitable Planning |
$500 |
|
Elder Planning |
$500 |
|
Tax Planning |
$500 |
|
Advice/Tracking Plan Implementation |
$500 |
|
Monitoring Plan |
$500 |
|
Other (Specify) |
$250/hr |
PLAN PRICING
Full Plan — 5 Services $1995
Includes:
- 4 hour-long planning sessions
- 9 hours of analysis and research
- A financial plan report with actionable recommendations
- Also available over a 12-month engagement period, invoiced quarterly.
- Additional services can be added to the Full Plan with a 20% discount.
Targeted Plan — 3 Services $895
Includes:
- 3 hour-long planning sessions
- 3 hours of analysis and research
- A targeted financial plan report with actionable recommendations
Single Session — Up to 1 ½ hours $175
I want to get advice from a CPA financial planner on questions that are currently pressing on my mind, such as:
- What are the basic steps to organize my financial life?
- How do I create a practical budget
- Does my investment portfolio allocation make sense?
- Should I do Roth conversions?
- Should I contribute to a Roth or traditional account?
- How do I do a backdoor Roth?
- How do I roll over my old 401(k) to an IRA?
- How do I pay off my debt?
- How do I plan for my child’s college expenses?
- Is my family adequately protected in the event of my death or disability
- What are my top claiming strategies for Social Security?
- How do I invest for my kids?
- Can I get a second opinion on my financial advisor?
- How much house can I afford?
- What should I select during open enrollment for benefits at work?
- How does the new tax law affect me?
- You can talk about as many topics as can be covered within the session.
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