Transparent pricing, no products sales or Investment management fees

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Initial Financial Plan / Project Based Plan

 

Navigate Financial Planning offers comprehensive early retirement and financial planning services at a base fee of $3,375 for a comprehensive plan, and $1,375 for a more limited scope two hour session. 

 

 

Note that the Comprehensive Plan can occasionally vary based on complexity.  More details on this range and complexity factors can be found within our Form ADV

 

This service is designed to meet you where you are at in life, and ensure you feel supported now and feel confident in making future decisions.  I provide a detailed action plan and valuable resources at the end of the engagement customized to your needs.  You have the option to continue to work with me if you wish for ongoing planning as noted below.

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This service is a good fit for:

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• Individuals and Couples on the Cusp of Early Retirement.

• Individuals and Couples with a significant amount of imminent planning needs.

• People looking to try out financial planning without a long term committment.  

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​Ongoing Planning

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An initial plan provides the foundation for what you should do now, but financial planning is fluid, and there are numerous planning items that can change over time.  With ongoing planning, I help you monitor, oversee implementation, and keep eyes on your plan throughout the year, proactively helping you plan for your future, upon completion of an initial base plan.

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​I charge $2,340 Annually (Paid $195 monthly) or $780 (Paid $195 quarterly), depending on your planning needs.

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This service is a good fit for:

• Individuals and Couples who complete an initial engagement, and have a multitude of planning needs in the future.

• Younger high earning couples years away from retirement.

• Business Owners.

• Just Getting Started out of College.

• Individuals and Couples going through a life change (Marriage, kids, job loss, etc.)

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Here are some examples of services I provide to Ongoing Planning Clients:

• Annual Review of Roth Conversions, and assistance in determining how much to convert.

• ​Proactive oversight of investments.

• Help making sense of your cash flow, and keeping you on track for spending and savings goals.

• Multiple meetings throughout the year.

• Proactive tax planning and end of year tax guidance.

• Annual insurance and employee benefits guidance.

• Being an active partner in your corner that is easy to reach when life events occur.

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