What's included?
Comprehensive, Ongoing Support for Your Financial Journey
Our Retainer-Based Financial Planning service offers ongoing support designed to help you achieve and maintain your financial goals. Building on the foundation of our stand-alone plans, this service provides additional benefits, including:
- Ongoing Implementation Support: Continuous guidance and project management assistance to implement your planning recommendations. Collaborating with insurance agents, estate planning attorneys, mortgage brokers, and other professionals to ensure your plans are executed effectively and become a reality—not just items on paper.
- Tax Planning Services: Proactive strategies to minimize your tax burden and align with your financial goals. An optional tax preparation service is available. A one-stop solution for tax return preparation is offered through our partnership with a CPA provider, streamlining tax filings and financial management in one convenient place.
What are the fees?
The retainer-based financial planning fee ranges from $350 to $1,000 per month, depending on the complexity of your financial needs and the scope of services provided.
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