Financial Plan

$1,500 - $7,500

A collaborative 4-meeting program to teach you financial strategies and design your holistic financial, investment, and tax plan.

Quoted in advance based on complexity and projected time.

  • Designed to be affordable and appropriate for your needs and situation (see pricing examples below). Most clients end up in the $1,500 - $3,000 range.

  • Paid 50% in advance, 50% at completion of plan (2-3 months later)

How it Works

  • Online Personal Finance Dashboard

    Gain complete access to view your net worth, investments, and other parts of your plan.

  • Life Goals

    Create structure and clarity to your future.

  • Cash Flow System

    Make budgeting a breeze by building an automated system.

  • Student Loans

    Advanced pay-off strategy guaranteed to provide the most help.

  • Investment Portfolio and Savings Plan

    Instructions and step-by-step help setting up the accounts you need.

  • Insurance Policies

    Analysis of coverage and referral to good agents (if needed) for all insurance types: life, health, disability, auto, homeowners or renters, personal liability and umbrella.

  • Retirement Projections

    Let’s check to make sure you are on track for the best future.

  • Employee Benefits Analysis

    We will optimize your 401(k), health insurance, and other benefits options.

  • Tax Planning

    Proactive planning to get you ahead of the game and pay less taxes.

  • Estate Plan

    Guidance on making your estate plan and referrals to an attorney to get documents drafted properly.

  • Financial Independence

    Let’s chart your path to stability and success!

The Wealth Mode Process vertical.png

$1,500 - $7,500

Quoted in advance based on projected time and complexity

Designed to be affordable and appropriate for your needs and situation (see pricing examples below)

Option #1: 50% in advance, 50% at completion of plan (2-3 months later)

Option #2 (for plans $1,000+): pay $500 upfront, and remainder over 2-4 monthly installments

To build your financial plan, we’ll use The WEALTH MODE Process, a collaborative series of 4 meetings across 2-3 months. See the graphic for a general outline of the order in which we usually analyze and recommend on various aspects of your finances.

Pricing Examples

Here are some real-life examples of various household types we’ve worked with, and their approximate pricing for a One-Time Financial Plan.

  • Recent College Graduate

    - $90,000/year income

    - 401(k) and Employee Benefits

    - Student Loan Debt of $100,000 or more

    $1,500 Financial Plan

  • Young Professional with Kids

    - $130,000/year income

    - Spouse at home

    - Parent

    - Homeowner

    - College Savings Goals

    $2,000 Financial Plan

  • Dual-Income Couple

    - $185,000/year income

    - Stock Options

    - Own home and a vacation home/investment property

    - Both have employer benefits that need to be coordinated

    $2,800 Financial Plan

  • Married Couple with Business, Family

    - $300,000+/year income

    - 1 Business owner / self-employed, 1 salaried employee

    - Multiple children

    - Significant taxable investments, illiquid property, or wealth tied up in business

    $4,600 Financial Plan