Financial Planning

What you Get

You will receive the following:

Financial Planner near me

7 Step Financial Planning Process

We follow the Certified Financial Planner Board of Standard’s seven-step process in creating your personalized Financial Plan:

Financial Planning Process

Pricing

Annual Advisory Fee​

Financial Advisor Fees

Individuals

$3,000 – $4,800

($250 to $400/month)

Financial Advisor Cost

Couples

$4,200 – $7,200

($350 to $600/month)