Financial Planning Packages

Check out our full suite of financial planning services on the next page!


Ideal for individuals and families that are looking for a snapshot at their progress towards retirement.


Ideal for individuals and families that are looking for a base level plan to organize their financials and plan for their future.


Ideal for individuals and families that wish to preserve and manage their wealth during peak earning years.

Hours: 2+
Initial Meetings: 1
Engagement: 3 Months
Hours: 3+
Initial Meetings: 2
Engagement: 6 Months
Hours: 6+
Initial Meetings: 2-5
Engagement: 8 Months

Areas of Analysis:

  • Cash Flow Forecast
  • Net Worth Statement
  • Investment Analysis
  • Retirement Planning

Benefits & Deliverables:

  • PDF or Printed Financial Plan
  • Personalized Recommendations
  • Prioritized List of Action Items

Gear Plus:

  • Retirement Healthcare Planning
  • Social Security Analysis
  • Debt Analysis & Consolidation
  • Education Planning
  • Life, Disability, & LTC Review
  • Beneficiary Checklist

Benefits & Deliverables:

  • Account Aggregation & Document Storage via Online Financial Portal
  • Real Time Plan & Account Data

Basecamp Plus

  • Major Purchase Evaluations
  • Advanced Retirement Strategies
  • Multiple Goal Analysis
  • Employee Benefits Review
  • Advanced Insurance Review
  • Tax Diversification Review
  • Estate Education

Benefits & Deliverables:

  • Advanced Deliverables in Coordination with Third-Party Providers
Initial Plan: $450 Initial Plan: $900 Initial Plan: $1,750
Hourly Consulting & Plan Maintenance Looking for Something Else?
We offer hourly financial consulting on financial planning services unlisted at the package level starting at $250/hour. Ongoing plan maintenance is offered at $250/hour depending on updates needed. Ask us about our Summit package! Summit is a bespoke financial planning package that include customized analysis and deliverables for complex situations.

*All financial plans expire after two years if not renewed. Renewal costs may be reassessed for circumstantial events that require additional time and analysis.


Financial Planning Services

Services included in packages above are marked with a (G), (B), or (R). Services without a mark are at an additional cost.


  • (G) Asset Allocation Selection
  • (B) Annual Portfolio Review
  • (B) Ongoing Risk Tolerance Monitoring
  • Dollar Cost Averaging
  • Product Research & Strategies

Ongoing Services (B & R)

    • Account Aggregation
    • Ongoing Plan Updates
    • Life Event Navigation
    • Progress Reporting
    • Document Storage
    • Task Tracker
    • Implementation Assistance
    • Financial Concept Education

Requires planning engagement. Ongoing services included for all packages.

Personal Wealth

  • (G) Cash Flow Projections
  • (G) Net Worth Statement
  • (G) Goal Prioritization & Accountability
  • (B) Debt Management
  • (R) Major Purchases
  • (R) Financing & Funding
  • Lifestyle Changes
  • Refinance Scenarios
  • Expense Management
  • Savings Strategies
  • What-if Scenarios
  • Real Estate Analysis


  • (G) Retirement Needs & Funding Analysis
  • (B) Retirement Healthcare
  • (B) Savings Strategies
  • (B) Rollover Options
  • (B) Stress Testing
  • (B) Social Security
  • (R) Income Management
  • (R) Employee Benefits
  • Employer vs. Self-Directed Plans


  • (R) Roth Conversions
  • (R) Tax Diversification Strategies
  • (R) RMD Strategies
  • Cost Basis Review/Analysis
  • QCDs
  • Tax-Managed Investing
  • Tax Loss Harvesting
  • Retirement & HSA Contributions
  • Employee Stock Options


  • (B) Life, Disability, & Long-term Care
  • (B) Insurance Education
  • (R) Existing Policy Review
  • (R) Survivorship Income
  • (R) Property, Casualty, & Liability Insurance Review


  • (B) Beneficiary Checklist
  • (R) Estate Education
  • Estate Liquidity
  • Family Wealth Planning & Education
  • Asset Titling
  • Gifting Strategies
  • Wealth Transfer Scenarios
  • Special Needs Planning


  • (B) College Costs
  • (B) Inflation Analysis
  • (B) Funding & Contribution Strategies
  • (B) Student Loan Analysis
  • Parent vs. Student Loans
  • Expected Family Contribution
  • Ownership of Assets


  • Employee Benefits Packages
  • Retirement Plan Options
  • Cash Flow Analysis
  • Cash Management
  • Entity Structuring
  • Business & Family Transfer Techniques


  • Stock Option Analysis
  • Tax Efficient Exercise & Vesting Strategies
  • NUA Strategies
  • Risk Concentration Strategies

1 We do not provide tax or legal advice or services