Welcome to Bold Vision Financial!

Comprehensive Vision Financial Plan

A comprehensive look at your entire financial picture to fuel a life without limits.
We meet with you to ask the questions and have the conversations needed to help understand your values about money and wealth, your goals and dreams, your needs and objectives. We’ll examine your current financial position, and evaluate your needs for debt management, tax planning, investments, education savings, retirement planning, insurance, and estate planning. Together, we clarify and prioritize your financial goals. Finally, we’ll deliver a comprehensive, written plan that will help you work towards your goals strategically, at a realistic pace for you and your family.

ENGAGEMENT

Typically six months, consisting of five virtual (or in-person) meetings and a written financial plan.

PRICING

The Comprehensive Vision Financial Plan base fee is $3,500 for an individual, $4,500 for an individual with dependents, or $6,000 per couple ($7,500 per couple with dependents). In addition, clients who are approaching retirement can add on a retirement guardrails analysis for $1,000 per individual and $1,500 per couple.

Our plan prices increase with complexity. For example, we charge an additional $1,000 for plans with incentive stock options or other forms of equity compensation, as well as an additional $750 for any individual with K-1 income. We also charge extra for investment analysis if there are more than four accounts requiring security selection (8 accounts for a couple). We will do our best to let you know after our introductory call/meeting if your plan will be considered complex. 

Ongoing Support (optional)

After completing the initial planning process, you are eligible for our ongoing relationship management program starting at $120 per month for individuals and $200 for couples (prices increase with complexity). This gives you unlimited email access, as well as one 60-minute coaching session every six months where we review goal progress, investments, retirement allocations, and answer any financial questions.

Ongoing planning clients are entitled to a 25% discount on future comprehensive plans and a discount on any additional hours purchased.

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