No two financial plans are alike. To accurately calculate the cost involved in creating a plan, we ask detailed questions and complete an assessment evaluation together with you. Next, we consider the level of complexity and time commitment to create the initial plan when quoting a fee.
This quote is communicated to you in writing. Assuming that the assessment evaluation is complete and accurate, the quoted fee will not change. After the initial plan is created, maintenance and revisiting the plan is generally a lower annual fee than the plan creation cost.