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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. 

Start my Plan

 How WE can improve your financial plan to reach your goals