Please note: Financial planning fees typically range from $2,400 to $3,600 or higher depending on complexity.
For most single clients, fees are typically $2,400 while most couples' fees are typically $3,600 for a one year engagement.
Fees are payable 50% upfront and the balance upon plan delivery.
Investment management fee is separate at 1% of assets under management plus the FormulaFolios platform fee ranging from .30% to .75% depending on the model chosen and amount invested.
Booster Package Cost: $950 for individuals & $1,425 for couples
Congratulations on taking the first step toward building a better financial future!