Fee Structure

/Fee Structure
Fee Structure 2017-06-30T18:43:18+00:00

Fee Structure

Our hourly rate is $280 per hour and our financial plans generally fall into four price ranges. Every household is different and these are general guidelines. During your Get Acquainted meeting your planner will work with you to determine which type of plan is the best fit for you.

  • Scouting Story
  • Journey Story
  • Touring Story
  • Expedition Story

Hourly Rate


Cost Estimate Table

Scouting Plan

<8 hours
  • Scouting plans are typically for people who are just starting out in a career or are just beginning to save and think about retirement.
  • A Cash Flow Review
  • A Review Of Assets
  • Development Of Strategies To Achieve Short & Long Term Goals
  • Paying Off Debts
  • Basic Investing Advice

Touring Plan

8-12 hours
  • Touring plans expand on the Scouting plan with more attention to areas such as
  • Saving For Retirement
  • Home Affordability
  • College Savings For Public Schools
  • Life Insurance Needs
  • Investment Advice For Non-Retirement & Retirement Accounts
  • Disability Insurance Needs

Journey Plan

12-16 hours
  • Journey plans require more specialized knowledge in areas such as:
  • Equity Compensation (Stock options and awards for example)
  • Private School and College Funding
  • Early Retirement Planning
  • Rental properties
  • Retirement Distribution Strategies & Taking Required Minimum Distributions (RMD’s)

  • Social Security Maximization
  • Long Term Care Planning
  • Pensions and Annuities
  • Consolidation of Non-Retirement & Retirement Accounts
  • Special Income Situations
  • Review of Existing Term Life Insurance In The Context of Survivor Needs

Expedition Plan

16-22 hours
  • This plan requires the coordination of many moving parts and because of the complexity level requires more time.
  • Higher levels of income
  • Many types of investment accounts
  • Higher assets spread over many accounts
  • Complex tax situation
  • Multiple rental properties

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