Fee-Only Financial Planning Options - The Advisory Firm Fee-Only Financial Planning

FINANCIAL PLANNING OPTIONS

Work with a fee-only CERTIFIED FINANCIAL PLANNER™ practitioner
Objective planning with no product selling
Engagements are all flat fee
Planning services are inclusive for investment management clients meeting certain thresholds
Web Conferencing available for remote meetings.
100% PLAN GUARANTEE - If you are not happy and we can't fix it - then you don't pay.

PLANNING FOR ALL STAGES OF LIFE ____________________________________________

Jump Start Financial Plan	Prime Financial Plan	Retirement Plan
ideal for: Early Career	ideal for: Mid Career	ideal for: pre-retirement through retirement

-Cashflow / Budgeting strategy	-Cashflow analysis	-Detailed Cashflow needs analysis
-Emergency Fund strategy	-Networth Projections	-Networth Projections through retirement
-Insurance needs analysis	-Cash Reserve Strategies	-Cash Reserve Strategies
-Retirement savings strategy	-Insurance Planning	-Insurance Planning
-Investing 101	-Company Benefits Review	-Retirement Income Distribution Plan
-Simple Estate Plan Review	-Retirement Analysis	-Retirement Scenarios
	-Investment Planning	-Investment Planning
	-College Savings Planning	-Estate Planning Strategy
	-Estate Planning Strategy

Fees	Fees	Fees
	1% of household income	0.1% of Net Worth
flat fee of $750	min of $1000	min of $1500
	max of $3500	max of $5000

Engagement period	Engagement period	Engagement period
12 months	12 months	12 months

In-person meetings	In-person meetings	In-person meetings
initial consultation	initial consultation	initial consultation
strategy session	strategy session	strategy session
plan review	plan review	plan review
	mid-term review	mid-term review
	(quarterly conference calls)	(quarterly conference calls)
phone calls / emails	phone calls / emails	phone calls / emails
unlimited during engagement	unlimited during engagement	unlimited during engagement

The initial meeting is complimentary. You decide if hiring a financial planner if the right decision after our meeting.
You pick the type of planning based on your needs.
There is no payment until your plan is finished and you are satisfied with the results.
After the initial planning engagement clients are under no obligation to continue. While we like to form long term relationships it is always up to each client how they want to work together going forward. We offer hourly or discounted planning rates for future years.

Fees are based on typical client cases. The Advisory Firm reserves the right to adjust pricing if client situation is deemed complex.
	Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
What is Financial Planning \| Investment Management \| Get Started

The Advisory Firm is located at 12600 Deerfield Parkway, Suite 100 Alpharetta, Georgia 30004.