Services and Fees

Wealth Review –Fee $850

A Great Way to Start Financial Planning

The Wealth Review consists of a two hour review of 2-3 financial planning questions selected in advance by the Client. A 30-day follow-up window after the meeting via phone and email is included at no additional charge.    Click here to learn more.

 

Wealth Retainer–Minimum fee of $3000*

Year-Round Financial Planning

The Wealth Retainer provides comprehensive financial planning for a fixed annual fee. The Client agrees to an ongoing relationship with EFS as their trusted guide in financial areas of their life. You will have six to eleven scheduled meetings during the Initial Year (see below), depending on your individual situation, and generally three or four scheduled meetings during Renewal Years (see below). In addition to scheduled meetings, additional face-to-face, e-mail and/or phone consultations 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, 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.

Wealth Project–Minimum fee of $1000

Short-Term Planning Work

Wealth Project  services are narrower in scope as compared to the Wealth Retainer and usually focus on one or more of the following areas: goal setting, asset/liability analysis, tax planning, cash flow management, investment review, retirement planning, risk management, estate planning, and record keeping. The service includes various Client consultations as well as written and/or oral recommendations resulting from such consultations. The Cost varies on the complexity of the situation.

*If you wish to upgrade to the Wealth Retainer option, you  receive credit toward Wealth Retainer fees for all amounts paid under Wealth Project or Wealth Review agreements in the previous 30 calendar days.

 

 

Facebook Iconfacebook like buttonTwitter Icontwitter follow buttonLinkedInLinkedIn