CAPTAIN'S FLIGHT BAG
$2000.00
($500.00 due upon execution of Client/Planner Agreement)
PLANNING PROCESS STEP | ESTIMATED TIME & ASSOCIATED FEE |
| PREFLIGHT: (Understanding the Client’s Personal and Financial Circumstances) | 30 minutes: NO CHARGE |
| DESTINATION PLANNING: (Identifying and Selecting Goals) | 1 hour: $200.00 |
| WEATHER, NOTAMS, TOLD, etc.: (Obtaining Qualitative and Quantitative Information) | 2 hours: $400.00 |
| ROUTING: (Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action, Developing the Financial Planning Recommendation(s) | 3 hours: $600.00 |
| TAKE-OFF AND DEPARTURE: (Presenting the Financial Planning Recommendation(s), Implementing the Financial Planning Recommendation(s) | 2 hours: $400.00 |
| CRUISE CHECK: (Monitoring Progress and Updating) | 2 quarterly reviews @ 30 minutes each: $200.001 annual review @ 1 hour: $200.00 |
