Great financial planning changes lives & creates financial peace of mind. We’d love to meet with you, and help you find your perfect financial goal.
Pricing
Comprehensive Financial Planning and Investment Package
Investment Accounts of $250,000+ managed by FFG include Comprehensive Financial Planning
An asset based fee, ranging from 0.25% to 1.0%, will be charged in advance for the asset management service. The fee will be a percentage of assets monitored, payable quarterly. Fees will be calculated as follows:
Asset Management Fee Schedule – Assets Under Management (AUM) Annual Fee (% of Assets)
$100,000 to $250,000 1.25% (.3125% per quarter)
$250,001 to $1,000,000 1.0% (.25% per quarter)
$1,000,001 to $2,500,000 0.75% (.1875% per quarter)
Greater than $2,500,000 0.5% (.125% per quarter)
Stand Alone Planning
For an annual fee of $2,500 (payable to FFG): financial planning retainer for the fiscal year from which point they signed their Agreement.
These fees Negotiable: AUM fee for special circumstances as determined by FFG.
Our Engagement Process
Call our office or go online to book an initial no cost or obligation appointment. Prior to meeting complete our Peace of Mind Indicator and Confidential Data Questionnaire, these will be emailed to you.
1st Meeting is a mutual interview where we can ask questions to one another to help decide if we think we might be a good fit to work together. No cost or obligation.
Prior to the second meeting you will be emailed a link to our planning website with a personal login. You will go online and follow the guided information gathering process and input your family information, assets, liabilities, goals, wants and wishes.
At the 2nd meeting we will go over your input in detail. This is the meeting where we get the opportunity to explore the stories about what you have, why you have it and what you want to accomplish going forward. By the end of this meeting we mutually decide if we want to work together. This is no cost or obligation to go through this process. We will go over the terms of our Agreement and sign if we decide to work together.
At this point, we will draft your initial financial plan. It will focus on aligning your money with your unique goals. We will go over your initial plan and recommendations at out third meeting. We will also coordinate your implementation plan, discuss your desire for the frequency and form of future review meetings, in person or online.
