Financial Plan Pricing

The fee we charge for our financial planning services depends on several factors including:

  • The types of planning services needed.
  • The complexity of the case.
  • Whether or not we are managing your investment accounts.
  • If you are a pastor or missionary (we offer discounts)

That being said, the cost can range from free to $2,000 for a full-blown comprehensive plan.  We suggest that you let us know as much as possible about your situation and we’ll give you an estimate.