Pricing - Financial Planning Packages
Choose the plan that best fits your needs. Each package includes up to three 90-minute meetings where we'll cover each of the points below, giving special attention to your top priorities. The end result: specific recommendations tailored to you.
BRONZE
$1000
ONE-TIME FEE
Basic Goal Planning
Emergency Fund
Debt Payoff
Budgeting
Insurance Assessment
Credit Score Review
SILVER
$1500
ONE-TIME FEE
Financial Plan Creation
Emergency Fund
Debt Payoff
Budgeting
Insurance Assessment
Investment Risk Tolerance Assesment
Wealth Building/IRAs
Advice on Employer 401k, 403b, and Pension Accounts
Credit Score Review
GOLD
$2000
ONE-TIME FEE
Financial Plan Creation
Emergency Fund
Debt Payoff
Budgeting
Insurance Assessment
Investment Risk Tolerance Assesment
Wealth Building/IRAs
Advice on Employer 401k, 403b, and Pension Accounts
Retirement Plans for Small Businesses
Tax Return Review & Projections
Credit Score Review
Real Estate Purchase
Need help deciding? Schedule a complimentary 15-minute phone call
Contact our CERTIFIED FINANCIAL PLANNER PLANNER™ professionals and simplify your financial life today.
