Fee-Only Financial Planning Services from The Advisory Firm, LLC in Alpharetta Georgia

FINANCIAL PLANNING OPTIONS

Choose your type of Financial Planning Relationship:

Work with a fee-only CERTIFIED FINANCIAL PLANNER™ practitioner
Objective planning with no product selling
Engagements are flat fee for 12 Months
Planning services are inclusive for investment management clients meeting certain thresholds
Hourly planning services available for issue specific needs ($150/hr)

PLANNING FOR ALL STAGES OF LIFE ____________________________________________

Jump Start Financial Plan	Prime Financial Plan	Life Transitions Plan
ages 20's through 30's	ages 40's through 50's	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	1% of household income	0.1% of Net Worth
min of $350 and max of $750	min of $1000	min of $1500


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
plan review	strategy session	strategy session
	plan review	plan review
	mid-term review	mid-term review

phone calls / emails	phone calls / emails	phone calls / emails
unlimited during engagement	unlimited during engagement	unlimited during engagement

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 a fee only financial planning practice that gives financial planning advice to clients in their prime career all the way through retirement.