As a woman heading toward retirement, we’re sure you have enough questions about what’s to come. How much you’re paying for our help shouldn’t be one of them. We’re happy to outline our fees below, and we encourage you to give us a call today if you have any questions.
Discovery Meeting
$400 FLAT FEE
In an effort to make our first time together as insightful and helpful as possible, we offer an in-depth discovery meeting at a flat-rate of $400.
Financial Planning Platform
Our financial planning fees are fixed based on the complexity of your situation, with a minimum fee of $4,000
To kickstart your financial plan or answer your hardest questions, we offer a flat-fee platform that includes the following:
Cash Flow Statement
Paying Down Mortgage $ other Debts and Emergency Saving
Investment review
- Aligning Risk Tolerance & Your Time Horizon
- Review of all your investments at your employer or other financial institutions
- Planning for intermediate goals: vacation, education, career move
Insurance review
- Making sure you are properly insured for the unexpected
- Auto & home review
- Life & Disability insurance review
Company Benefits review
- Assuring you are maximizing your company benefits like FSA, Health Savings Plan etc.
Retirement Review
Advice on proper retirement account:- 401k, SEP-IRA, Simple Plan IRA, Roth or Traditional IRA
- ROTH Conversions - for tax free growth
- Social Security Advice - when to start withdrawing
- Medicare Health Care & Income Guidelines
- (IRMAA how to minimize this tax impact after retirement
- Required Minimum Distributions at age 72
- Strategizing these withdrawals to match tax efficiency
- Strategizing these withdrawals to match tax efficiency
Work with your tax professional to make sure you are optimizing all tax strategies for your situation
Beneficiary review
- Updating beneficiaries on all accounts to make sure they are up to date
Investment Management
AUM (Assets Under Management) | AUM Fee |
$250,000 to $499,999 | 1.5% |
$500,000 to $999,999 | 1% |
$1,000,000 to $2,999,999 | 0.75% |
$3,000,000 to $4,999,999 | 0.75% |
$5,000,000 to $9,999,999 | 0.50% |
$10,000,000+ | 0.25% |
