PLANNING SERVICES

No matter your financial goals, our planning services make your decisions easier so you can enjoy what matters to you most.

PLANNING WORKS

Planning Works provides complete financial and ongoing planning services for most households. This program is best for growing families & individuals focused on establishing or building a solid foundation for their financial future.

Retainer:

  • First Year: $5,500–7,500
  • Ongoing: $4,500

Financial Planning Areas Covered:

  • Financial Snapshot
  • Goals based Planning
  • Education Planning
  • Financial Risk management
  • Retirement Planning
  • Basic Estate Planning

PLANNING WORKS PREMIUM

Planning Works Premium integrates comprehensive financial planning with advanced strategies to address complex issues that Blended Families, Self-Employed Individuals, and service professionals in certain industries may have.

Retainer:

  • First Year: $7,500–12,500 Based on Complexity
  • Ongoing: $5,500–7,000 Based on Complexity

Financial Planning Areas Covered:

  • Cash Flow Planning
  • Tax Optimization
  • Alternative Investment Strategies
  • Advanced Estate/Trust Planning
  • Self-Employed Strategies
  • Complex Scenarios

PLANNING WORKS FOR BUSINESS

Planning Works for Business focuses on entrepreneurs, executives, and growing small business owners to develop solutions to get the most value out of their business.

Retainer:

  • Project Based
  • Ongoing: Varies

Financial Planning Areas Covered:

  • Exit & Succession Strategies
  • Business Valuation
  • Deferred Compensation Strategies
  • Employee Benefit Solutions
  • Corporate Retirement Programs
  • Corporate Investment Planning

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