Wealth Review - Fee $950*
A Great Way to Start Financial Planning
The Wealth Review is a two hour review of 2-3 financial planning questions selected in advance by you. You have a 30-day window after the meeting for phone and email follow up on recommendations at no additional charge. Click here to learn more about the Wealth Review.
Strategic College Plan—Annual Fee $1500* (first child)
Planning to Pay for College
The Strategic College Plan is a narrowly focused financial planning for developing a plan to pay for college. It is based upon the College Pre-Approval™ methodology. Two meetings are provide per year. Each additional child is $500 per year with an additional meeting if needed. Click here to learn more about College Planning.
Wealth Retainer—Minimum fee of $3000
Year-Round Comprehensive Financial Planning
After starting with the Wealth Review, the Wealth Retainer provides on going comprehensive financial planning for a fixed annual fee. You agree to an ongoing relationship with EFS as your trusted guide in financial areas of your life. You will have six to eleven scheduled meetings during the Initial Year, depending on your individual situation, and generally three or four scheduled meetings during Renewal Years. In addition to scheduled meetings, additional face-to-face, e-mail and/or phone consultations to deal with unexpected issues are included at no additional charge.
Services provided may include, but are not limited to: tax preparation, tax planning, risk management review, inventory of assets, education funding, analysis of financial goals, portfolio analysis, development of an asset allocation strategy, no-load mutual fund/Exchange Traded Fund recommendations, retirement planning and estate plan reviews. Fee is based upon the complexity of your situation.