FIRST OFFICER'S FLIGHT BAG
$1000.00
($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) | 1 hour: $200.00 |
| ROUTING: (Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action, Developing the Financial Planning Recommendation(s) | 1 hour: $200.00 |
| TAKE-OFF AND DEPARTURE: (Presenting the Financial Planning Recommendation(s), Implementing the Financial Planning Recommendation(s) | 1 hour: $100.00 |
| CRUISE CHECK: (Monitoring Progress and Updating) | 2 quarterly reviews @ 15 minutes each: $100.00 Annual review @ 1 hour: $200.00 |
