Portfolio Review $1,750
Portfolio Reviews are not exclusively for people with investments. In many cases much of the time can be spent on planning aspects such as optimizing retirement plans, education funding, tax efficiency, budgeting, navigating short term debt issues, and frequently all of the above.
This is our main offering, a one-time financial plan – fill out the extensive questionnaire, look at your current situation, ask about your goals and any special needs, answer any questions that you have, address any outstanding issues, and give you those recommendations that are really going to make the biggest impact. In other words, the 80/20 version of financial planning. After undergoing a Portfolio Review most clients should be able to oversee their finances on their own for a couple of years before a follow-up might be needed.
- Full review by me of your current investments and financial situation prior to meeting
- 2-hour in person or video conference meeting
- 1-2 page post-meeting action plan with specific recommendations which may include asset allocation and investment choices
- Email/phone support as needed for 30 days after the meeting
Portfolio Follow-Up $875
After the initial Portfolio Review were your circumstances to change, or you think changes need to be made due to market movements, or if you just wanted an annual check-up to confirm that everything is in order, then a portfolio follow-up can be scheduled. This could occur every 6, 12, 24, 48 months, it’s up to you.
Comprehensive Financial Plan $5,000 – $10,000
Most clients should be able to get most of what they are looking for from a Portfolio Review. Nevertheless for those who have complex financial needs, or have extraordinarily busy schedules, or simply need more hand holding, we can put together a comprehensive financial plan. This option is available only after a Portfolio Review has taken place.
Monthly Subscription Investment Advisory and Financial Planning $175 – $475
This service involves working one-on-one with a planner over an extended period of time and includes help with implementation and monitoring a client’s adherence to the plan. It also includes continued investment advisory at the clients request, but not continuous monitoring, and is especially well-suited for clients with larger portfolios and significant investments outside of those recommended to clients in their Portfolio Review. Should this additional service be requested the pricing will be based on factors such as the complexity of your financial profile, the time involved assisting you with the execution of the plan, assets that comprise your total portfolio, as well as the number of individual accounts comprising the portfolio.
Business Evaluation/Business Opportunity $2,000 – $5,000
Analyze a business or investment opportunity you’re thinking of making, or buying outright. Or analyze your current business/livelihood for a lot less than McKinsey.
Let’s say you want to spend $100k, 200k, 500k+ on a business that you want to buy or start and want a 3rd party voice to run things by.
Or a place to turn if you think you might be getting scammed and want to run a financial product/opportunity by someone.