All financial planning prices, except the Real Time Planning Session, will vary with the complexity of the individual situation. A quote will be given at the complimentary, initial consultation.
Real Time Planning Session – New for 2012
Are you concerned about your finances? If you need a quick review of your overall financial situation or need help with a particular topic: this session may be for you. We can look at one or more of these areas (dependent on how much we can accomplish during this limited timeframe): budgeting, debt, whether or not you’re saving enough for retirement, demystifying your 401(k) plan or other retirement options, Social Security claiming strategies, insurance coverage, and basic estate planning needs. You will receive a 90 minute meeting and approximately 2 hours of behind the scenes work with this session. Not every situation or concern is a good fit for the real time planning session due to the limited amount of time. Duncan Financial Planning, LLC reserves the right to refuse this offering if the client will not be properly advised within this timeframe.
Flat Fee of $595 – The complimentary get acquainted session for this service will be limited to a 15 minute phone or Skype discussion.
Broad-Based Financial Plan
While preparing your broad-based financial plan, we consider any goals you want to accomplish, your current situation and your current savings/investments, budgeting and debt management. Then we propose the actions required to reach your targeted goals. Tax efficiency, risk management (insurance) needs, and estate planning are all part of the integral picture that will give you the best chance of meeting your goals.
Average cost range: $1,440 – 2,880
Modular Financial Planning
Modular financial planning breaks down the financial planning process into steps. This is perfect:
Cost, dependent on module, generally: $720 – $1,800
Checkups
Checkups are for clients that have previously had financial planning work performed through Duncan Financial Planning, LLC. Clients need yearly checkups to review their portfolios and to review the progress towards their goals. (Major life changes normally require more extensive planning.)
Average cost: $720 – 1,260