Comprehensive Financial Planning
Intelligent Investor Financial Planning, LLC offers comprehensive financial planning services in a tiered pricing structure based on the complexity of your situation.
Bronze Plan
Priced at $500.00 annually, the bronze plan provides basic goal based financial planning including planning for one major goal, investment account type recommendations and asset allocations, cash flow and budgeting, debt optimization, protection planning and basic estate planning recommendations. The fee paid covers the creation and maintenance of your plan, data collection, online access to planning tools, 1 scheduled annual review, as well as telephone or video conference consultations.
Silver Plan
Priced at $1000.00 annually, the silver plan provides goal based financial planning including planning for two to three major goals, investment account type recommendations and asset allocations, 401(k) (or equivalent) investment advice, cash flow and budgeting, debt optimization, protection planning and basic estate planning recommendations. The fee paid covers the creation and maintenance of your plan, data collection, online access to planning tools, biannual review meetings, as well as telephone or video conference consultations.
Gold Plan
Priced at $1500.00 annually, the gold plan provides cash flow based financial planning including planning for three to four major goals, investment account type recommendations and asset allocations, 401(k) (or equivalent) investment advice, retirement planning, cash flow and budgeting, debt optimization, protection planning, tax planning, and estate and legacy planning recommendations. The fee paid covers creation and maintenance of the plan, data collection, online access to planning tools, quarterly review meetings, as well as telephone or video conference consultations.
Platinum Plan
Priced at $2500.00 annually, the platinum plan provides cash flow based financial planning including planning for four or more major goals, investment account type recommendations and asset allocations, small business financial planning, 401(k) (or equivalent) investment advice, retirement planning, cash flow and budgeting, debt optimization, protection planning, tax planning, and estate and legacy planning recommendations. The fee paid covers creation and maintenance of your plan, data collection, online access to planning tools, quarterly review meetings, as well as telephone or video conference consultations.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
