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Financial Planning Fees

A one-time, no-strings-attached Financial Plan put together with a licensed financial planner, with ongoing access to our online Financial Planning tools:

1% of your Adjusted Gross Income from your most recent tax return.

For example, if you earn $100,000/year our Financial Plan fee would be $100,000 x 1%, or $1,000. 

For clients residing in the state of Washington, we do not offer a stand-alone financial plan, yet one is included if you sign up for our Wealth Management service.

Start my Plan