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Financial Planning Services Comparison

 We offer plans that fit all stages of your financial life.

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Program Features

Click each heading to learn more

Priority
Start

Cornerstone

Comprehensive
Planning

Retirement
Readiness Assessment

Retirement
Income Planning 
 (1)

Annual Agreement

 

X

X

Fiduciary Capacity

X

X

X

X

X

Issues addressed in plan

1*

6

13 to 20

86+

100+

Personal Consultation

90 min

60 min

90 min

90 min+

90 min+

Written recommendations

X

X

X

X

X

Assistance implementing recommendations

 

X

 

X

 

X

Delivery/review of personal plan meeting

 

60 min

90 min

90 min+

90 min+

Unlimited Phone and email support

 

 

 

X

 

X

 

X

30-minute phone/web coaching

 

3

 

 

 

60- minute Personal Review meetings

 

 

3

1

2

Personal Online Financial Website

X X X X

Net Worth Statement

X

X

X

X

Household Balance Sheet

 

 

X

X

Budget proposal

X

X

 

X

Personal Savings Plan

X

X

 

X

Customized debt-payoff plan

X

X

 

 

Cash Flow Review

X

X

 

 

Life-time Cash Flow analysis

X

X

Goal progress tracking

X

X

Insurance review and planning

X

X

Health Insurance planning

 

 

X

Investment planning

 

X

X

Investment Management (2)

 

Additional annual flat fee

 

Additional annual flat fee

Tax planning

 

X

X

Estate planning analysis

 

X

X

Education / College Planning

X

Review of employer benefit offerings

X

X

X

X

Social Security Elections

X

X

Asset Allocation based on total wealth

 

X

             Dynamic Safe Withdrawal Rate
Strategies

 

X

Asset/Liability Matching

 

 

X

X

Coordination of other advisors

 

X

 

X

Tax Preparation Add-on(3)

$200

$200

 

$200

Fee

$499

$1499

See fee schedule

$3000 -$6000

$3000 – $12,000

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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