One-Time Financial Plan

​

Are you a DIY investor looking for a clear financial path? Receive objective guidance and advice with a one-time comprehensive financial plan. Receive professional insight to validate your current course and independently set up accounts with our roadmap. 

Service Highlights:

​

• A one-time engagement for a detailed financial plan

• Analysis and recommendations

• A focused approach with no ongoing commitment

​

Cost: $1,200 (6 Hours)

___________________________________________________________________________________________

Financial Plan with Annual Reviews

​

Are you an investor who enjoys managing all your financial planning but still wants objective professional guidance on a regular basis? Our financial plan is tailored to your needs and goals - no need to transfer your existing assets. We offer annual consultations to ensure that you stay on track, and you get access to your very own personalized financial planning portal.  Think of it as an annual coaching session to confirm that you are still on top of your game.

Service Highlights:

​

• Comprehensive Financial plan at a reduced price

• Personalized financial advice with an in person or virtual annual consultation

• No need to transfer existing investments to our firm

• Continuous, supportive by phone or virtually, throughout our ongoing relationship

• Convenient access and tracking through our personalized financial planning portal

​

Cost: $1,000 (5 hours) for Initial Financial Plan and $600 (3 Hours) in Year 2 (Quarterly or Annual Online Billing)

___________________________________________________________________________________________

 

Full Circle 360 Approach-On Going Support

​

Are you looking for comprehensive financial assistance and guidance at every step of the way? Our year-round professional guidance services are tailored to meet your needs. Enjoy a holistic service, including all the minute details such as beneficiary changes and investment adjustments, and entrust asset management to us for a long-term partnership. We are there for you at every life stage and event.

Service Highlights:

​

• Implementation of your financial Plan

• Continuous financial assistance for planning, investment, and insurance

• Handling of account related service issues (we deal with the companies, so you do not have too)

• Collaborative partnership for a holistic and hands-on financial approach

• Personalized financial planning portal for convenient access and tracking

​

Cost: $800 (4 Hours) for Initial Financial Plan and .8% Advisory Fee* on Investment Under Our Management

​

*What does advisory fee mean?  Example: We manage your IRA values at $50,000, we are compensated $450 or .8% of the value annually.  Keep in mind, as the value of the investment changes, the advisory fee changes.   

How does your fee compare to other firms?  While the industry average is 1%, we feel that we are perfectly positioned to bring affordability and value, while still providing an exceptional service that you deserve.