Services and Fees

Wealth Review –Fee $850

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.

 

Wealth Retainer–Minimum fee of $3000*

Year-Round 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, 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 than the Wealth Retainer and are appropriate for folks with less complex financial situations.   They 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, or 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 your 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.

 

 

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