Financial Planning Services & Fees
Fee-Only Fiduciary Financial Advisor
Financial Planning Fee
Fees range from $225 per month to $500 per month; depending on complexity.
(Convenient payment options: monthly, quarterly, or annually)
This is a 12-month engagement that allows us to work together over an extended period, helping you reach your financial goals. Life changes and so will your financial plan - we will course correct as needed.
*One-time upfront Onboarding Fee $800
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Financial planning is about you, which is why we focus on understanding who you are, your dreams, and your future goals.
Financial planning, at it’s best, is not a one time interaction. We focus and address your most urgent needs first. Our approach eliminates the stress of the endless overwhelming task you need to accomplish.
Financial planning topics:
Goal setting & values
Cash flow planning
Debt reduction
Career/Money Coaching
Tax planning
Insurance review
Education planning | Estate planning
Sabbatical, Career breaks & travel planning
Retirement planning
Update your plan as life & goals change
Unlimited email support to answer your financial questions
Meetings & check-in calls as needed
Let's redesign your financial life for a brighter future!
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Redesign Wealth Planning offers portfolios tailored to your goals, dreams, and future aspirations with a growth-focused approach.
Our investment strategy provides clarity throughout the process. We prioritize simplicity with a long-term, growth-focused approach. Our #1 priority is to align your investments with your unique needs while also protecting your wealth and assets.
Investment Management includes the following:
• Personalized Investment Management
• Risk Tolerance Assessment
• Asset Allocation Selection
• Tax Efficient Investing
• Tax Loss Harvesting
| Investment Management | Annual Advisory Fee |
|---|---|
| $0-250,000 | 1% |
| $250,001-$500,000 | 0.9% |
| $500,001 - $1,000,000 | 0.8% |
| $1,000,001-$2,000,000 | 0.7% |
| $2,000,0001 and Above | 0.5% |
*Investment management services are not a stand alone service; offered only to clients who utilize our financial planning services.
*Investment Management fees are in addition to Financial Planning fees and are based on a % of assets under management.
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Our customized planning packages are perfect for clients seeking targeted solutions.
Whether you’re looking to tackle a particular financial goal, address pressing issues, or explore new opportunities, we are here to guide you.
You can choose from a range of financial planning topics or request assistance in other areas.
Goal Specific Topics:
Goal setting & values
Cash flow planning
Sabbatical, Career breaks & travel planning
Debt analysis
Insurance review
Retirement Investment Account Review & Recommendations
| Package Type | Fee | Max Hours | Expiration |
|---|---|---|---|
| Basic Package | $700 | 3 | 1 Month |
| Targeted Package | $1,300 | 7 | 2 Months |
| Advanced Packaged | $2,600 | 15 | 3 Months |
| Comprehensive Package | $6,000 | 25 | 6 Months |
*50% is due upfront and the remainder is due at the end of the project
It’s important to note that while we provide expert guidance and recommendations, you remain in control of implementing the financial plan. We empower you to take care of your financial future, with 2 complimentary meetings to answer any questions.