Because financial planning is not a one-time event but an on-going process unique to each individual and family, we’ve developed a flexible and scalable service structure. This way you get the right amount of advice for your distinct needs.
Our four service modules are described briefly below. Click here to review our Fee Schedule and read about each module in detail.
Financial Reviews ($1800 to $3240): Financial reviews provide the foundation for your financial independence and security. Our plans are scalable starting with a Basic Plan and adding components as needed.
Stand-Alone Projects ($540 to $900): Designed for those with a specific personal finance question: Do I have enough insurance? How much should I save for college? Are my investments on track? And many others.
Planning Sessions ($450): A quick and basic discussion of your overall financial picture and your most pressing financial concerns. Ideally suited for those just getting started, seeking a second opinion, or looking for a resource.
Annual Check-ups ($540 to $990): Just like your dentist, we encourage annual check-ups to keep you on the path to fiscal health.
NOTE: The above price listing is not intended as a formal fee quote, is not a contractual agreement, nor does it imply a commitment of any kind. This information is for general reference and discussion purposes only. Actual fee estimates may differ due to your specific situation. A signed and dated Service Agreement is the only official source of fee quotes and the only binding offer of service recognized by Sailor Financial, LLC.
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