Bold Focus Financial Plan
Targeted strategies for financial areas of greatest concern.
For those who seek professional advice for a few specific financial needs, the Bold Focus Financial Plan allows you to select up to three financial areas on which to focus. We then deliver a written summary to address those specific focus areas, like saving for college, retirement, real estate, entrepreneurship, philanthropy, travel, or anything that is important to you.
ENGAGEMENT
Typically two virtual meetings, three months of unlimited phone and email access, and a written project summary.
PRICING
The Bold Focus Financial Plan base fee is $2,750 for an individual, $3,375 for an individual with dependents, or $4,500 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. We also offer a supplemental retirement guardrail analysis for $1,000 ($1,500 for a couple).
Ongoing Support (optional)
After completing the focused planning process, you are eligible for our ongoing relationship management program starting at $150 per month for individuals and $260 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.