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Planning Services
Choose one service from the options below.
Basic
Federal Employee
Assessment
$1,500
Click for details.
Comprehensive
Topics
Comprehensive Financial Plan
If this is our first time working together and you want a full analysis and action plan covering a wide variety of topics, this is the place to start.
With a plan tailored to you, you're going to get actionable tasks to continue down the path to financial success.
Fee:
$2,500 Single
$4,000 Couple
Topics May Include
Values &
Goal Setting
Retirement
Planning
Tax
Strategy & Options
Risk
Profile​​
Asset Allocation & Asset Location
Risk Management & Insurance
Cash Flow
Analysis & Net Worth
Debt
Management
Estate
Planning
Investment Analysis & Strategy
Education
Funding
Employee
Benefits
Project
Project Specific
This service is appropriate if you only need assistance with two to three topics from above. This is not a comprehensive financial plan. If you have a life event occur or just need a second opinion while making a financial decision, let's talk. If it's something that I can provide value with, we can work together on a project basis. If it's outside of my wheelhouse, I'll point you towards a better resource.
Fee: Depends on the project
U.S. Government Employee Pension & Investment Analysis
Are your investments (TSP, IRA, brokerage accounts) aligned with your goals?
Should you contribute towards Roth, traditional, or both?
Let's take a look at fees, complexity, asset allocation, and tax efficiency (asset location).
What will your monthly paycheck look like when you retire. Will you receive the Retiree Annuity Supplement? How much will it be? What should you expect for cost-of-living increases? How will taxes come into play?
Basic Federal Employee Assessment
Fed Package
Check-Up
Annual Review/Follow-Up
This is our chance to catch-up. This service is appropriate for those who have already received a full comprehensive financial plan. We recommend a follow-up meeting/review of the full plan at least annually to ensure your values and goals are still aligned with the previously established plan. This service will not result in a full comprehensive financial plan. The financial planning agreement will outline the individual topics that will be covered.
Fee: $1,000 Single
$1,500 Couple
Topics May Include
Review prior plan and ensure goals are still aligned
Review investments and determine rebalancing needs
Run income projections to identify shortfalls or surplus
Discuss any changes to IRS limits, tax laws, or employee benefits
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