Financial Life Planning

Comprehensive Financial Life Planning

Our comprehensive financial life planning process, "Your World Map", is broken up into six phases - Discovery, Input, Design, Delivery, Implementation, and Review. The process typically takes about a year to fully complete, though the time frame does vary by client. If the relationship continues beyond the first year, the process is often revisited - at least partially. Life changes, so we want to make sure the client’s strategy adapts with it.

The fee schedule for comprehensive financial life planning ranges from $2,400 to $6,000 a year. The first year is billed half upfront and the remainder in equal monthly payments. If the arrangement carries on beyond the first year, the annual fee is billed monthly.

Project-Based Financial Life Planning

Our project-based financial life planning process, "Your Mini Map", is broken up into four phases - Discovery, Input, Design, and Delivery. The process borrows a great deal from the comprehensive financial life planning process, but is different in scope. The goal of the project-based plan is to help the client address a more limited number of concerns, which are defined in the first Discovery meeting.

Potential topic areas include, but are not limited to: Benefits Optimization, Budgeting and Cash Flow, Home and Other Large Purchases, Insurances, and Investments.

The fee schedule for project-based financial life planning is intentionally flexible and is based on the scope of the relationship, but ranges from $500 to $4,000. This fee is paid half at the beginning of the arrangement, and half upon plan delivery.