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 $3,000 to $6,000 a year. The first year is billed 25% upfront and the remainder in equal monthly payments. If the arrangement carries on beyond the first year, the annual fee is billed monthly.