Foundational
$1,500
For those just starting out or seeking basic guidance, this plan helps establish a strong financial base with:
- Investment analysis: risk tolerance, asset allocation, and savings strategies
- Insurance review: life and long-term care
- Planning for major expenses: college, healthcare, home purchase
- Retirement snapshot and target asset allocation
- Support from a dedicated financial advisor
Choose our Foundational planning strategy to build clarity and confidence around short- and long-term savings goals.
Core
$2,500
For individuals navigating retirement planning or striving to optimize cash flow, this plan provides a structured roadmap with:
- Full investment and insurance review
- Retirement outlook analysis: funding probability, Social Security, income stability, withdrawal strategies
- Net worth and detailed cash flow statements
- Lending and financing analysis
- Tax planning mitigation strategies
- Plan summary with personalized recommendations
- Coordination with CPAs, attorneys, and lenders
- Support from a financial advisor and paraplanner
Choose our Core planning strategy as your financial life becomes more complex and clarity becomes essential.
Comprehensive
$5,000
Designed for clients with complex financial lives, this plan delivers a fully integrated strategy with:
- Advanced retirement, investment, tax, and estate planning coordination
- Equity compensation and stock option planning
- Business succession strategies
- Full risk assessment and insurance coverage review
- Charitable planning and legacy strategies
- Family wealth education and trust illustrations
- What-if scenario modeling
- Coordination with professional partners
- Quarterly touchpoints with a full advisory team, including LPL Private Client
- Ideal for: high-net-worth individuals, legacy planning, and philanthropic goals
Choose our Comprehensive planning strategy to support complexity, clarity, and long-term confidence.
Hourly
$400/hr
For those seeking flexible, targeted advice without a long-term commitment, this plan offers:
- On-demand financial consultations tailored to your current needs
- Investment, insurance, and major expense planning
- Retirement outlook and cash flow analysis
- Tax mitigation and charitable strategies
- Executive compensation and estate planning guidance
- Advanced deliverables available as needed
- Support from a full advisory team
- Ideal for: DIYers, supplemental expertise, and specific financial questions
For planning on your terms—accessible, personalized, and built around your priorities choose our Hourly planning strategy.