Cost Estimate Table: New Clients

Scouting Level

$1,800 - $2,7006-9 hours
  • Scouting plans are typically for people who are just starting out in their career and are just beginning to save and think about retirement.
  • Cash Flow Review
  • Review of Assets
  • Paying Off Debts
  • Basic Saving Advice
  • Basic Strategies to Achieve Short & Long Term Goals

Touring Level

$2,700 - $3,9009-13 hours
  • Touring plans expand on the Scouting plan with more attention to areas such as:
  • Basic Retirement Modeling
  • Home Affordability
  • College Savings
  • Life Insurance Needs
  • Disability Insurance Needs
  • Investment Advice for both Retirement and Non-Retirement Investment Accounts

Journey Level

$3,900 - $5,10013-17 hours
  • Journey plans expand on the Touring plan and require more specialized knowledge in areas such as:
  • Detailed Retirement Modeling
  • Planning for early retirement
  • Retirement Distribution Strategies
  • Private Primary/Secondary Education
  • Social Security Maximization
  • Consolidation of Accounts
  • Pensions / Annuities
  • Rental Property
  • Stock Awards
  • Long Term Care Planning
  • Unique Family Situations

Expedition Level

$5,100 - $7,20017-24 hours
  • Expedition plans require the coordination of many moving parts and, because of the level of complexity, require more time for areas such as:
  • Special income situations
  • Many types of investment accounts
  • Complex tax situation
  • Multiple rental properties
  • Higher assets spread over many accounts

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