FINANCIAL PLANNING FEES
FIND ONE PLAN THAT FITS YOU TODAY
elite planning
$679
5 INSTALLMENTS
entrepreneur
Mastering
-
All Core Planning and Premier Planning Services +
-
Business owner Financial Planning
-
Investment Management
-
Succession and Exit Planning
-
Buy-Sell Coordination
-
Legacy and Charitable Planning
-
Tax Planning
-
Customized Qualified Retirement Plans
-
Key Employee Benefit Planning
-
Real Estate Planning
-
Income and Asset Protection
-
Executive Retirement Plans Qualified/Non-qualified
-
Company Benefits Structuring
ONGOING FINANCIAL PLANNING FEES
WITH YOU ALONG THE WAY
CORE Annual Suitability check and Review
This service is suitable for clients with settled Core financial plans who would like to ‘check in’ once a year to ensure the strategy is on track and the solutions are still suitable. Your circumstances are not likely to change frequently, but you still want support with financial queries and clear explanations on money matters.
Includes:
-
Annual review meeting ( On or about the anniversary of CORE plan completion)
-
Ongoing monitoring of plans to include updating and revising current plan objectives
-
Access to the adviser for general queries and advice throughout the year via email, virtual meetings, or calls, these can be broken down into as little as 15 minutes (total of 2 hours per year- logged tracked).
Premier Structured planning and review
This service is for clients who need to monitor their goals and financial plans more carefully to ensure their money is on track.
Personal financial circumstances are typically more complex, and greater involvement with monitoring retirement, college planning and investment strategies within your plan will be required.
INCLUDES:
-
Twice yearly review meetings ( at 6 months and on or about the anniversary of Elite plan completion)
-
Taking a look at income withdrawals to check they are at a sustainable level
-
Taking a look at contributions to check they are enough to achieve a client’s aims
-
Proactive advice on specific, relevant planning objectives
-
Access to an adviser for general queries and advice throughout the year via email, virtual meeting, or calls, these can be broken down into as little as 15 minutes (total of 2 hours per year -logged tracked).
Elite Bespoke Annual Review Service
A service for clients who have multiple complex financial solutions and circumstances that require frequent reviews and close working.
Typically, clients need us to remain available to respond to matters, freeing their own time up and ensuring a smooth service. We can help with broader financial planning issues for the individual, immediate family members, and their business financial planning strategies.
INCLUDES
-
Four yearly review meetings ( Quarterly after Elite plan completion)
-
Ongoing monitoring of plans to include updating and revising current plan objectives
-
Taking a look at income withdrawals to check they are at a sustainable level
-
Taking a look at contributions to check they are enough to achieve a client’s aims
-
Proactive advice on specific, relevant planning objectives.
-
Monitoring business employee benefits processing.
-
Access to the adviser for general queries and advice throughout the year via email, virtual meeting, or calls, these can be broken down into as little as 15 minutes (total of 2 hours per year- logged tracked).
HOURLY FEES
ON DEMAND ADVISE
Financial planning services are also
offered for an hourly fee of $200 and not to exceed 12 hours.
Hourly financial planning services for any applicable topics that the Client would like reviewed. Advice on various topics including but not limited to:
-
Goal planning
-
Social Security decisions
-
Budgeting
-
Debt reduction
-
Mortgage payment decisions
-
Liability coverage
-
Major purchase decisions
-
Charitable strategies
Supporting the Client when working with the Client’s other professionals (i.e. attorneys, tax professionals, etc.) on business or financial topics, such as:
-
Business succession planning
-
Wills and trusts
-
Family Foundations
-
Transfer and legacy planning