By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you’re not overpaying taxes and stay on top of your finances.
Ongoing Financial Planning
What, exactly, is Financial Planning?
Many life decisions are financial decisions and many financial decisions are life decisions. By collaboratively working together on an ongoing basis, you can make these decisions more confidently.
Financial planning is more than just goals-based investing
Ongoing Financial Planning costs between $5,000 and $12,000, depending on complexity, and generally includes an investment managment relationship since any investment fees offset the planning fee. For example, let’s say a client has a planning fee of $5k. If this client has over $500k managed, they will not pay any additional fee for financial planning. A client with $400k managed would pay $1k to equal the planning fee.