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FINANCIAL PLAN PRICING

MINI PLAN – BUILDING YOUR FUTURE -
$1,000

The purpose of the Mini Plan is to provide a clear path for meeting long-term goals – typically retirement and education. Emphasis is placed on debt reduction, creating an estate plan, establishing retirement and education savings accounts, and determining survivor life insurance needs. Fee includes online access to our financial planning portal and two financial planning meetings during the first twelve (12) months of our association, commencing with the date of the signed agreement.  The advisor does not have discretionary authority.


Mini Plan – Building Your Future includes:


THE REALITY CHECK REPORT™

☐ Cash Reserve Planning

☐ Mortgage/Debt Analysis

☐ Personal Balance Sheet

THE LEGACY BUILDER BLUEPRINT™

☐ Beneficiary Review

☐ Estate Plan Review

THE PORTFOLIO NAVIGATOR™

☐ Asset Allocation and Investment Selection

☐ Structuring Accounts for Different Goals

☐ Retirement Savings Vehicle Comparison

THE RISK REDUCTION PROCESS™

☐ Survivor Needs Analysis 

MID-CAREER WEALTH BUILDER PLAN - $2,500

The purpose of the Mid-Career Wealth Builder Plan is to help clients balance the competing needs of funding their current lifestyle and future goals like educating their children and living comfortably in retirement. Managing debt, making a career change, starting a new business or helping aging parents are often concerns. Blended families may present budget and estate planning challenges. The plan will use a goals-based approach to help clients prioritize their savings, investment and insurance choices. Employee benefits packages will be analyzed, and personal income tax returns will be reviewed. Fee includes online access to our financial planning portal and up to four financial planning meetings during the first twelve (12) months of our association, commencing with the date of the signed agreement. 


THE REALITY CHECK REPORT™

☐ Cash Reserve Planning

☐ Employee Benefit Review

☐ Mortgage/Debt Analysis

☐ Personal Balance Sheet


THE LEGACY BUILDER BLUEPRINT™

☐ Beneficiary Review

☐ Estate Plan Review


THE PORTFOLIO NAVIGATOR™

☐ Asset Allocation and Investment Selection

☐ Structuring Accounts for Different Goals

☐ Retirement Savings Vehicle Comparison


THE PROACTIVE TAX ADVANTAGE™

☐ Personal Income Tax Review and Planning 


THE CRYSTAL BALL EXPERIENCE™

☐ Goals-Based Projections for Retirement, Major Purchases


THE SMART EDUCATION GAME PLAN™

☐ Goals-based Education Planning


THE RISK REDUCTION PROCESS™

☐ Property-Casualty Insurance Analysis

☐ Survivor Needs Analysis

RETIREMENT INCOME AND DISTRIBUTION PLAN - $5,000

and when they will have enough financial assets and income to make work optional. If the client is already retired, the plan will provide guidance on a sustainable level of spending. Consideration will be given to tax efficiency and optimal timing of various income sources, including Social Security, pensions, life insurance cash values and IRA distributions. Roth IRA conversions will be modeled, taking income tax and estate considerations into account. Long-term care planning and estate planning will be emphasized. Plan will include up to three different scenarios regarding retirement timing, downsizing/relocation, etc. Fee includes online access to our financial planning portal and up to six financial planning meetings during the first twelve (12) months of our association, commencing with the date of the signed agreement.  The advisor does not have discretionary authority.


THE REALITY CHECK REPORT™

☐ Cash Reserve Planning

☐ Employee Benefit Review

☐ Mortgage/Debt Analysis

☐ Personal Balance Sheet


THE LEGACY BUILDER BLUEPRINT™

☐ Beneficiary Review

☐ Estate Plan Review


THE PORTFOLIO NAVIGATOR™

☐ Asset Allocation and Investment Selection

☐ Structuring Accounts for Different Goals

☐ Retirement Savings Vehicle Comparison


THE PROACTIVE TAX ADVANTAGE™

☐ Personal Income Tax Review and Planning 

☐ Retirement Tax Arbitrage and Roth IRA Conversion Analysis


THE CRYSTAL BALL EXPERIENCE™

☐ Cash Flow Based Projections for Retirement, including a detailed income and expense budget, income taxes and a probability analysis. Base case plus up to two alternate scenarios.

☐ Social Security Analysis

☐ Pension Benefit Analysis

THE SMART EDUCATION GAME PLAN™

☐ Goals-based education planning


THE RISK REDUCTION PROCESS™

☐ Long-term Care Needs Analysis

☐ Property-Casualty Insurance Analysis

☐ Survivor Needs Analysis

LEGACY AND WEALTH TRANSFER PLAN - $7,500

The purpose of the Legacy and Wealth Transfer Plan is to help high-net-worth individuals make the most of their financial resources. Beyond the basics of financial and retirement planning, the Legacy and Wealth Transfer Plan may address issues such as business transition/succession, intergenerational wealth transfer and charitable planning. Fee includes online access to our financial planning portal and all meetings for the first twelve (12) months of our association, commencing with the date of this agreement.  The advisor does not have discretionary authority.


THE REALITY CHECK REPORT™

☐ Cash Reserve Planning

☐ Employee Benefit Review

☐ Mortgage/Debt Analysis

☐ Personal Balance Sheet

☐ Residential Real Estate Analysis


THE LEGACY BUILDER BLUEPRINT™

☐ Beneficiary Review

☐ Business Transition or Succession

☐ Charitable Planning 

☐ Estate Plan Review

☐ Estate and Wealth Transfer Planning with Flow Charts and Alternate Scenarios


THE PORTFOLIO NAVIGATOR™

☐ Asset Allocation and Investment Selection

☐ Structuring Accounts for Different Goals

☐ Retirement Savings Vehicle Comparison


THE PROACTIVE TAX ADVANTAGE™

☐ Personal Income Tax Review and Planning 

☐ Retirement Tax Arbitrage and Roth IRA Conversion Analysis


THE CRYSTAL BALL EXPERIENCE™

☐ Cash Flow Based Projections for Retirement, including a detailed income and expense budget, income taxes and a probability analysis. Base case plus up to three alternate scenarios.

☐ Social Security Analysis

☐ Pension Benefit Analysis


THE SMART EDUCATION GAME PLAN™

☐ Goals-based education planning


THE RISK REDUCTION PROCESS™

☐ Long-term Care Needs Analysis

☐ Property-Casualty Insurance Analysis

☐ Survivor Needs Analysis

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Financial planning offered through Sherpa Wealth Strategies, LLC, a Registered Investment Advisor, and a separate entity from LPL Financial.

Call us anytime with questions, 541-633-7728.

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