What to Expect

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In delivering financial planning advice, our goal is to make it as easy as possible for you.  We enter into a Wealth Management Consulting contract that outlines the scope of our advice, the costs, and the timeframe under which that advice will be delivered.

 

What information do you need to complete my plan?

In gathering information, you will receive a customized financial inventory to complete with as much relevant information as you can provide.  We also accept documents like investment statements, insurance policies, and estate documents that are scanned and stored electronically on our secure servers, with the originals returned to you.  And if more convenient, we are happy to conference call other financial providers with you (HR departments, insurance companies, etc) to verify necessary details.

 

What do I receive?

In addition to an extensive analysis, we present a written summary that will help you to more easily understand the planning content, strategies, and recommendations.  Most importantly, we provide implementation guidelines to help you lay out the steps necessary to begin making positive financial progress.  And when you decide how you want to proceed, we craft an action schedule and assist you with its fulfillment.

 

How long does it take?

From the time the information is compiled and submitted, it typically takes no longer than two weeks to prepare the initial analysis.

 

How much does it cost?

The planning fee is determined up front by the complexity of your situation and the estimated amount of time that it will take to produce, present, and implement the plan.  Though our planning services are currently billed at $200 per hour, we generally quote a total planning fee, which for comprehensive plans can typically range from $1,500 to $4,000, and for retirement income plans is generally between $1,000 and $2,500.  For clients with investment accounts at our firm, we allow payment at the time the plan is delivered.  Otherwise, the fee is payable when the wealth management contract is signed.

 

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