Our Flat-Fee Pricing Structure

Our flat-fee services are straightforward, simplified, and designed for you.

Student Loan Repayment Plan

$ 1500
  • Review of student loans
  • Repayment analysis
  • Testing for student loan forgiveness
  • Strategy outline and implementation
  • Assignment of Support Financial Advisor
  • Up to 3 data gathering, plan delivery, & review meetings

Retirement Plan

$ 2500
  • SS optimization plan
  • Expense and cashflow analysis
  • Benefits analysis and optimization
  • Retirement Plan/Account Analysis and Optimization
  • Major purchase modeling
  • Optional executive benefits optimization
  • Optional "non-traditional" investment transaction modeling
  • Assignment of Associate Financial Advisor
  • Up to 3 meetings for data gathering, plan review, & delivery

College Selection and Funding Plan

$ 3000
  • Review of colleges and costs
  • Analysis of individual student characteristics
  • Calculation of EFC & Optimization
  • Plan creation with recommendations
  • Assignment of Support Financial Advisor
  • Up to 6 data gathering, plan delivery, & review meetings

Silver Financial Plan

$ 4000
  • SS optimization plan
  • Expense and cashflow analysis
  • Benefits analysis and optimization
  • Retirement Plan/Account Analysis and Optimization
  • Major purchase modeling
  • Executive benefits optimization
  • "Non-traditional" investment transaction modeling
  • College/education planning
  • Risk analysis and Survivorship Planning
  • Investment review and recommendation
  • Simple tax planning
  • Simple estate planning/modeling
  • Assignment of Lead Financial Advisor
  • Up to 4 meetings for data gathering, plan review, & delivery
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Gold Financial Plan

$ 5000
  • SS optimization plan
  • Expense and cashflow analysis
  • Benefits analysis and optimization
  • Retirement Plan/Account Analysis and Optimization
  • Major purchase modeling
  • Executive benefits optimization
  • "Non-traditional" investment transaction modeling
  • College/education planning
  • Risk analysis and Survivorship Planning
  • Investment review and recommendation
  • Comprehensive tax planning and 1040 review
  • Complete estate planning
  • Assignment of Lead Financial Advisor
  • Up to 6 meetings for data gathering, plan review, & delivery
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