$750. Setup and $99. Monthly
No long term contracts. Continue planning for as long or as short as you like.
The Financial Planning FRAMEWORK TM, can help you organize, collaborate and track your financial life. The Financial Planning FRAMEWORK TM is designed to grow with you.
Flexible Connections: We’ll meet with you in our office, your home, phone or video chat.
- 60-90 Minute data gathering session to help you get organized and on track
- 60-90 Minute recommendation and action steps to begin your financially fit journey
- 60 Minute review after 6 months
- 60 Minute planning year-end checkup
Unlimited email questions and answers
$450. One Time
$0 – $500,000 Up to 2.00%
$500,000 to $1,000,000 Up to 1.50%
$1,000,000 to $2,500,000 Up to 1.00%
$2,500,000 to $5,000,000 Up to 0.85%
Over $5,000,000 Up to 0.50%