Fees
Advice-Only Financial Planning
You get:
👉Proactive Financial Planning
1. Advice-Only Financial Planning Comprehensive Advice Without Investment Management Get an ongoing relationship with a financial planner without having to move or have your investments managed by me. This service is designed for pre-retirees, business owners, and families who want professional guidance to make better financial decisions and make work optional as early as possible. What We Work On Retirement & cash-flow planning Tax planning and Roth conversions Social Security & Medicare decisions Investment guidance on accounts you manage Business-owner financial planning Insurance and risk management Estate & legacy planning Major financial decisions and life transitions Before each meeting, I review your financial information so our time together can focus on analysis, recommendations, and action steps. Pricing $375/Month for Portfolio Values Under 3 Million $499/Month for Portfolio Values Over 3 Million An ongoing financial planning relationship with no asset management requirement and no need to transfer your investments. You manage the investments. I help you manage the decisions.
Full-Service Investment Management + Financial Planning Ongoing Planning, Investment Management & Accountability For individuals and families who want a long-term financial planning relationship with professional investment management. What You Get Ongoing financial planning Professional investment management Proactive tax planning Roth conversion analysis Retirement income planning Portfolio monitoring and rebalancing Guidance during market volatility Regular meetings and decision support Ongoing email support We don't just create a plan. We help you implement it, monitor your progress, and adjust as your life changes. Pricing Investment management is billed quarterly based on (AUM) Assets Under Management Fee. $200,000+ preferred minimum relationship size. Your financial planning is included as part of the ongoing investment management relationship
Next Step
Schedule a complimentary consultation to discuss your goals and determine which service model fits best.
Important Disclosure
This information is provided for general reference and discussion purposes only. A signed and dated Advisory Agreement is the only official source of fee quotes and the only binding offer for services recognized by In The Money Retirement Planning. Actual fee estimates may differ based on specific client circumstances.
Payments are accepted via credit card or check. Details will be provided upon engagement.
