Fee-Only, Virtual, Subscription Based Financial Planning


Subscribe to structured, semi-annual or quarterly planning sessions – starting at $75 per month.


How it works

Subscription services are made available to individuals, families, trusts, estates, and businesses that wish to receive education, advice, and services via an ongoing subscription.

The scope of our on-demand consulting work may include education, advice, and services in areas such as setting up an appropriate planning process and environment, financial organization, creation and analysis of financial statements and forecasts, goal setting, budgeting, risk management, employee benefit selection, debt management, retirement planning, college savings, asset allocation, investment management, income tax planning, estate planning, and business strategy & planning.

Clients can engage the firm for subscription services related to financial planning and/or cash flow tracking and reporting.

Financial Planning Subscription

We provide clients with technology resources that they can use to assist in the development and maintenance of their financial plan combined with digital communication and guidance from the firmand scheduled review meetings. Subscription services are offered as either a semi-annual or quarterly package.

Semi-Annual vs. Quarterly

Both packages provide technology resources and guidance based on a review meeting frequency of either two or four times per year. Throughout the year the client will be provided with digital information and guidance related to their planning and the agendas for the review meetings will be structured in a way that permits for thorough review of all relevant planning domains for the client.Because quarterly meetings allow us to spend more time with clients, it also allows for more time spent in review and discussion of each domain.

Cash Flow Tracking & Reporting Subscription

We provide clients with technology resources and services that will allow them to maintain a high level of organization and clarity as it relates to their income and expenses. Via this service we will assist the client with an initial onboarding process and then move into a monthly review process in which all income and expenses are reconciled, reported, and reviewed for accuracy.

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What It Costs

Financial Planning

Semi-Annual

  • Initial Fee: There is no initial fee for this service but new clients may wish to purchase on-demand consulting services prior to beginning their subscription.
  • Recurring Fee: $75 per month

Quarterly

  • Initial Fee: There is no initial fee for this service but new clients may wish to purchase on-demand consulting services prior to beginning their subscription.
  • Recurring Fee: $150 per month

Cash Flow Tracking & Reporting

  • Initial Fee: $500
  • Recurring Fee: $200 per month

Fees for these services may be paid by electronic funds transfer. Fees are due in advance of services delivered. We will not accept prepayment for services greater than six months in advance of the work performed.

These services may be terminated within 10 days’ notice. Upon termination of any agreement, the fee will be pro-rated and any unearned fee will be refunded to the client.

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