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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