Topic Specific Engagements

Investment Portfolio Review: $1000/$1500

The cost is dependent upon the number of accounts and the number and types of investments.

  • Do I/we have the right investments?
  • We are concerned about stock market fluctuations; what can we do to minimize volatility?
  • Is my/our asset allocation appropriate?
  • Is my portfolio diversified enough?
  • How much am I paying in fees and expenses?
  • How do I know if it is time to sell an investment?
  • What are the tax consequences involved?


Retirement Income Capital Analysis (“Can I Retire?”) Project: $1000/$1500

  • Cash flow review of retirement income and expenses.
  • What are my/our options for taking Social Security?
  • Which pension option is best for us?
  • What should I/we do with my 401(k)/403(b), etc.?
  • How much can I/we take out and not run out of money?
  • Which accounts should I/we draw from first?
  • Can we afford to travel and enjoy ourselves?


Retirement Readiness Package: $1750/$2750

  • Combination of Retirement Income Capital Analysis and Portfolio Review and Recommendations.


Annual Retiree Check-Up: $875

  • Am I/are we still on course for a successful retirement?
  • Do I/we need to adjust spending this year?
  • Is my/our cash reserve still sufficient?
  • What, if any, changes should I/we make?
  • Planning for evolving retirement goals.


Younger Professionals Retirement Planning Project (10+ years from retirement): $500/$1000/$1500

  • How much should I be saving for retirement vs. college for the kids?
  • Am I on track to retire when I want to?
  • What types of accounts are best for me?
  • My employer does not match, what are my best options?


Cash Flow or Educational Planning Projects:  $750 - $1500


Income Tax Return Review and Tax Analysis:  $750 - $1250


Other Services except Real-Time Planning are charged on an hourly basis for $250 per hour; minimum of 2 hours per project.


Real-Time Planning has a set fee of $650.00.

  • Up to 2 hours with CFP® Professional.
  • Addresses your most pressing planning questions.
  • Outline report of topics discussed.
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