facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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