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Intentional Design + Fiduciary Service

Real Financial Planning...The Way It's Supposed To Be

Precise Planning (Hourly)

Precise Planning is for those that feel comfortable managing their family's financial wellness, but need expertise in specific areas.

Employee Benefits Review
Student Loan Analysis
Investment Review
Life/Health/Disability Analysis

College Planning
Retirement Planning
Tax Planning
Life Events

The base fee for Precise Planning is $300, and includes the discovery meeting(s), presentation meeting(s), and intermediate data gathering. This can be done virtually or in person. Precise Planning will be the foundation by which the hourly planning services are added. 

The hourly fee is $200 and may be billed at one-quarter increments (1/4 of an hour.)

Hourly Planning Services


Service

Estimated Hourly Engagement

Description

Employee Benefits Review1.25 Hours

Examples include, but are not limited to, health/HSA/FSA/life/disability/dental insurance, retirement benefits, tuition reimbursement, and wellness programs.

Investment Review1.5 Hours- Personal IRAs, brokerage accounts, and employer sponsored retirement accounts- Risk analysis- Cost analysis- Investor composure analysis- Alternative strategy recommendation
Insurance Review1.5 HoursExamples include, but are not limited to, a review of insurability need, term vs. permanent, legacy protection strategy, and review of existing and newly researched policy coverage
College Planning0.75 Hours

Examples include, but are not limited to, a review of future costs, tax efficient savings strategies, recommendation of account type, and investment strategy.

Retirement Planning4 Hours

Examples include, but are not limited to, a review with recommendations around social security elections, tax efficient income strategy, investment strategy, pension income, required minimum distributions, and charitable gifting.

Estate Planning Review1.5 Hours

Examples include, but are not limited to, a comprehensive review of current estate plan, potential estate issues, estate planning strategies, and tax efficiency.

Tax Planning Strategy1.5 HoursExamples include, but are not limited to, strategies to minimize current and future tax liability as a part of your overall financial planning picture.*
Student Loan Analysis0.75 Hours

Examples include, but are not limited to, strategies for debt repayment, consolidation and other financing options available to you. Additionally, we may provide recommendations on where to save money to facilitate debt repayment.

Life EventsHours are case-specific and mutually agreed upon

Examples include, but are not limited to, financial strategy of purchasing new home or other large purchase, financial considerations of getting married, and strategies for paying down debt.


*We recommend that you consult with a qualified tax professional before initiating any tax planning strategy, and we may provide you with contact information for accountants or attorneys who specialize in this area if you do not already have one you use.

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