Our Process and Pricing
What is it?
College Pre-Approval
We will assess college affordability as well as financial aid planning for one student.
Foundations Plan
Financial planning in a project-style format for families with college-bound children.
Advanced Planning
Ongoing comprehensive financial planning, with regularly scheduled meetings. (Foundations Plan is required for Advanced Planning to take place)
Who’s it for?
College Pre-Approval
High school students with a standardized test score (ACT/SAT) as well as a list of potential colleges.
Foundations Plan
College-bound families that are planning for the cost of education, while ensuring they remain on track for retirement and their investments are properly managed.
Advanced Planning
Anyone who has questions/concerns surrounding financial planning, investment management and ultimately needs accountability to remain on track.
Structure
College Pre-Approval
60-minute session; some client homework required.
Foundations Plan
Three Meetings- Discovery: assess financials and collect documents.
- Planning: refine goals and clarify financial standings.
- Implement: present action items, outcomes and next steps.
Advanced Planning
Meetings are scheduled at least every 6 months to discuss ongoing needs and goals. Additional sessions may be scheduled as needed for life events and transitions.
Price
College Pre-Approval
$500
Foundations Plan
Families: $1,500
Couples: $1,250
Individuals: $950
Advanced Planning
$2400 annual minimum