Services and Fees

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 (TM) 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.

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 full or partial credit toward Wealth Retainer fees for all amounts paid under Wealth Review, Strategic College Plan, or Wealth Project agreements in the previous two  months or 50% of paid amount in the previous six months.

 

 

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