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 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
  • Basic Investment Advice

Journey Level (Pre-Retirement)

$3,900 - $5,10013-17 hours
  • Journey plans are for those who in accumulation mode (pre-retirement) and saving for the future. They expand on the Touring plan and require more specialized knowledge in areas such as:
  • Detailed Retirement Modeling
  • Company Stock Awards
  • Private Primary / Secondary Education
  • Consolidation of Investment Accounts
  • Detailed Investment Advice
  • Single Rental Property
  • Unique Family Situations

Journey Level (In Retirement)

$3,900 - $5,10013-17 hours
  • This level is for those in distribution mode (in retirement) who are using their savings to cover expenses and requiring more specialized knowledge in areas such as:
  • Detailed Retirement Modeling
  • Early Retirement
  • Pension Strategies
  • Required Minimum Distributions
  • Social Security Strategies
  • Retirement Distribution Strategies
  • Long Term Care Planning

Expedition Level

$5,100 - $7,50017 - 25 hours
  • Expedition plans require more coordination of many moving parts adding complexity. This includes more for time for areas such as:
  • Special income situations
  • Many types of investment accounts
  • Complex tax situation
  • Higher assets spread over many accounts
  • Multiple Rental Properties
  • Complex Investment Advice
  • Small Business Owners

Note: the above estimates are for illustrative purposes only. Your planner will provide you with a specific quote when you meet.

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