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118 Fourth Street Clarksville, VA 

  

Financial Planning Fees

An Overview of Our Financial Planning Offerings and Fees

Basic Goal-Based Financial Plan -- $750 to $1,250 dependent on the complexity of the situation. The Basic Goal-Based Financial Plan is designed for pre-retirees who wish to create a plan for retirement savings or life events, and addresses insurance and estate needs, income needs, savings and expense management, debt and credit management and includes financial life counseling and education.

Comprehensive Cash Flow Retirement Financial Planning -- $2,500 and up to $3500, dependent on the complexity of the situation. Final pricing will be determined after the first discovery meeting.  This plan is designed for individuals or families 55 years of age and older.

The Comprehensive Cash Flow Retirement Financial Plan addresses the entire retirement planning process, including; meeting multiple financial objectives, sources of retirement income, personal savings, expense management, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, insurance and estate planning and financial education.

Comprehensive Cash Flow Financial Planning -- $3,500 and up, dependent on the complexity of the situation. Final pricing will be determined after the first discovery meeting.  The Comprehensive Cash Flow Financial addresses the entire planning process as above and is designed for families with special needs, Executive Compensation considerations, blended families or other complex situations. 

Limited Financial Planning Engagement ---  There are cases where financial planning is a relatively simple process.  For example, a client may be seeking directional assistance and an understanding of what to consider in managing their financial life.  These plans are available for younger individuals with limited needs and include basic financial life counseling and education along with insurance considerations, savings and expense management, and debt and credit management.  We provide hourly ($200/hour) fees for these limited engagements.