Our Fee for Plan packages are a unique financial service for the 21st Century. This model allows clients to purchase financial plans for a flat fee on an a-la-carte basis, instead of hiring an advisor for ongoing services. Fee for Plan plans are tailored specifically to clients in one of five life stages – recent graduates, newlyweds, new parents, pre-retirees and retirees. Clients will receive a detailed, customized plan based on their individual needs that they can use today and reach for again and again as they work toward their financial goals.
One of our highly qualified advisors will work closely with you either in-person or over the phone to develop a plan that is realistic, fits your needs and lifestyle, and clearly lays out your financial goals and recommended courses of action to meet them. The plan is yours to take with you and reference as needed as you work toward your financial dreams.As a fiduciary, we ensure complete transparency and hold the responsibility to always act in the client’s best interest.
Purchase a plan for yourself, or buy for a family member or friend.
It’s real planning for real life, right now.
This stage of life usually involves some asset growth and the need to merge two separate budgets. With the Tying the Knot plan, we will reinforce the importance of living within your means as you save for the future.