Planning Services
No matter your financial goals, our planning services make your decisions easier so you can enjoy what matters to you most.
Wealth Planner Fundamentals
Whether you’re just starting out financially or entering a new chapter of your life, our Wealth Planner Fundamentals Program can help. This program is an introduction to personal financial management through online education, premier financial tools, and access to a financial professional when needed.
Annual Retainer Fee
$2,800
- 1 planning meeting per year
- 5 hours financial planning and service bank quarterly
- Additional time billed at $250 per hour
- Standard investment fee schedule for household assets managed directly
Planning Areas Covered
- Financial Position Statement
- Cash Flow Planning
- Financial Risk Management
- Employment Benefits Review
Optional Planning Areas
- Education Planning
- Estate Planning
Interested in our Wealth Planner Fundamentals planning service? Send us your information below, and we’ll follow up with you to schedule a consultation.
Wealth Planner Standard
Designed to address the most common financial issues facing Americans today, Wealth Planer Standard provides complete financial and ongoing counseling. This program is recommended for growing families & individuals focused on establishing a solid foundation for their financial future.
Annual Retainer Fee
$3,300
- 2 Planning Meetings Annually
- 10 Hours financial planning and Service bank quarterly
- Additional time billed at $200 an hour
- Preferred investment fee Schedule for accounts managed directly
Planning Areas Covered
- All Wealth Planner Fundamentals Features
- Education Planning
- Estate Planning
- Retirement Planning
Optional Planning Areas
- Investment Planning
- Special Needs & Dependent Care
- Small Business Retirement
Interested in our Wealth Planner Standard planning service? Send us your information below, and we’ll follow up with you to schedule a consultation.
Wealth Planner Premium
Affluent families and business owners have unique financial concerns. Taxes, regulations, and estate issues can have a much larger effect on their financial well-being. Wealth Planner Premium integrates fundamental planning with advanced strategies to address these complex issues and more.
Annual Retainer Fee
$4,000
- 4 Planning Meetings Annually
- 15 Hours financial planning and Service bank quarterly
- Additional time billed at $200 an hour
- Preferred investment fee Schedule for accounts managed directly
Planning Areas Covered
- All Wealth Planner Standard Features
- Investment Planning
- Special Needs & Dependent Care
- Small Business Retirement
- Tax Planning Coordination (with your tax advisor)
Optional Planning Areas
- Executive Compensation
- Charitable Planning
- Business Succession
Interested in our Wealth Planner Premium planning service? Send us your information below, and we’ll follow up with you to schedule a consultation.
| Wealth Planner Fundamentals | Wealth Planner Standard | Wealth Planner Premium | Wealth Planner Premier | |
|---|---|---|---|---|
| Meetings Per Year | 1 Planning Meeting | 2 Planning Meetings | 4 Planning Meetings | Personalized Plan |
| Retainer Fees | Annually $2,800 |
Annually $3,300 |
Annually $4,000 |
Annually $6,500-$25,500 |
| Hours of financial planning and service bank quarterly* | 5 | 10 | 15 | 20+ |
| Investment fee schedule for accounts managed directly | Standard | Preferred | Preferred | Preferred |
| Planning Areas Covered | ||||
| Financial Position Statement | check | check | check | check |
| Cash Flow Planning | check | check | check | check |
| Financial Risk Management | check | check | check | check |
| Employment Benefits Review | check | check | check | check |
| Education Planning | * | check | check | check |
| Estate Planning | * | check | check | check |
| Retirement Planning | – | check | check | check |
| Investment Planning | – | * | check | check |
| Special Needs & Dependent Care | – | * | check | check |
| Small Business Retirement | – | * | check | check |
| Tax Planning Coordination (with your tax advisor) | – | – | check | check |
| Executive Compensation | – | – | * | check |
| Charitable Planning | – | – | * | check |
| Business Succession | – | – | * | check |
| Family CFO Services | – | – | – | check |
| Trust Services | – | – | – | check |
| Complex Scenarios | – | – | – | check |
| I’m Interested | I’m Interested | I’m Interested | I’m Interested |
| Household Assets Directly Managed | Standard Fee | Preferred Fee † |
|---|---|---|
| 0 – $5,000,000 | 1.25% | 1.15% |
| $5,000,001 – $10,000,000 | 1.00% | 0.90% |
| $10,000,001 and up | 0.65% | 0.55% |
check Planning area included in retainer fee.
* Optional planning area available at additional cost.
* Additional time billed per hour between $200–$250.
† Client must be actively subscribed in Financial Planning Package to receive Preferred Asset Management Fee.