Lake

What Kind Of Planning Do You Need?

Comprehensive Financial Plan

 

$1,000 - $3,500*

Written financial plan addressing every aspect of your financial life, including:

  •  Cash Flow

  • Debt Management

  • College Savings

  • Employee Benefits

  • Financial Goals 

You will be provided with clear instructions on how to implement all recommendations of the financial plan

2- to 2 1/2-hour meeting with a Certified Financial Planner    Professional either in person or as a video call to go over the plan in detail

TM

Ongoing Financial Planning & Investment Management

$150-$250/mo*(**) + .3%-.5% of AUM***

  • Unlimited access to a Certified Financial Planner    Professional through phone and email

  • 12 - week implementation process of initial comprehensive plan

  • 1- 2 hour review meetings each quarter after (Add'l meetings as required)

  • Regular updating of your financial plan as your situation or goals change

  • Your own personal client portal where you can review your financial plan in one place

  • Investment management

  • Ongoing communication to convey latest news or opportunities that may impact you

TM

*For normal complexity (for more complex situations, fee can be as much as $500/mo.)

**Additional onboarding fee of $250-$750 applies

***Monthly fee of $200 includes the first $250,000 of AUM

Jump Start Session

 

$600

  • 90 minute video consultation with a Certified Financial Planner    Professional to address one or two of your most pressing financial concerns

  • Follow-up email detailing our discussion, your options, our recommendations, and the next steps needed to accomplish your goals

TM

  • Insurance

  • Investments

  • Retirement Planning

  • Risk Management

  • Tax Planning