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FOUNDATION FINANCIAL
PLAN
Individual: $1,200
Family: $1,500
One TIme Fee
included with AUM > $150,000
Goal Planning Meeting (1 Hour)
Income and Expense Review
Emergency Fund
Personal Financial Statement
Debt Payoff Analysis
Investment Risk and Tolerance Assessment
Investment Diversification and Allocation Review
Investment Strategies for Risk Management
MoneyGuidePro® Retirement Plan
Social Security Analysis
Retirement Plan Input Analysis
(Retirement Age, Savings, Spending, Investment Allocation)
Review Meeting and Action Plan
(1-2 Hours)
3 Months Email / Phone Support
(for topics covered)
360° FINANCIAL
PLAN
Individual: $2,000
Family: $2,500
One Time Fee
included with AUM > $250,000
Goal Planning Meeting (1 Hour)
Income and Expense Review
Emergency Fund
Personal Financial Statement
Debt Payoff Analysis
Investment Risk and Tolerance Assessment
Investment Diversification and Allocation Review
Investment Strategies for Risk Management
MoneyGuidePro® Retirement Plan
Social Security Analysis
Retirement Plan Input Analysis
(Retirement Age, Savings, Spending, Investment Allocation)
Insurance Review
(Life, Disability, P&C, Long-term Care)
Employee Benefits Review
Tax Deduction Review
Charitable Giving Strategies
College Planning (Included with Family Plan)
Estate Planning Overview
Review of Beneficiary Designations
Understanding Wills and Trusts
Topics to Cover with an Estate Attorney
Medical Directives
Review Meeting and Action Plan
(2-3 Hours)
6 Months Email / Phone Support
(for topics covered)
Accounts
Accounts
Accounts
Add-On Options
$400 - $800 (each)
Depending on Complexity
RSU / Stock Option Review
Real Estate Purchase / Sale Analysis
Small Business Retirement Plan
Other Planning Services
$200 / Hour
(2 Hour Minimum)