Sailor Financial, LLC offers a variety of financial planning options, from one-time planning sessions to ongoing investment and financial advice. This way you get the right amount of advice for your distinct needs.
Below are some of our services and their costs based on an hourly billing rate of $180. Customized engagements are offered for those with unique or complex circumstances.
Financial Check-up / $540
Your Pressing Questions…Our Professional Answers
- Gain our expert insights in an interactive 1.5 hour session focused on your most pressing financial questions.
- Includes a professional evaluation of your financial strengths and weaknesses as well as asset allocation recommendations and more.
- Please note this is not a detailed financial review and will not result in an extensive financial plan. It is most appropriate for clients with fairly simple financial circumstances.
- Email and telephone support for 15 days after the meeting.
Portfolio Makeover / $1,080
Investment Direction, Leadership & Guidance
- Your portfolio is too valuable for speculation and too important to make mistakes. Tap into our investment expertise and knowledge.
- Includes an assessment of your current portfolio as well as written asset allocation and investment recommendations.
- Looks to lower your investment expenses, improve tax efficiency and ensure your portfolio matches your investment time horizon and risk tolerance.
- Provides specific recommendations for both investment and retirement accounts.
- Email and telephone support for 30 days after presentation to address questions and provide advice on plan implementation.
Retirement Roadmap / $1,800
Charting Your Course to a Secure Future
- Put yourself on course for a secure financial future by developing your retirement roadmap—a detailed financial planning engagement combining the individual elements of retirement planning into a harmonious whole picture view.
- Intended for those taking a serious look at when they might retire. Typically for those in their mid-40s to mid-60s.
- Includes written recommendations, 3-4 retirement projection scenarios, retirement cash-flow plan, portfolio review and more.
- Email and telephone support for 60 days after presentation to address questions and provide advice on plan implementation.
Customized Engagement / $180 an hour
Tailored Advice for Your Unique Needs
- If none of the above quite fit your needs, we provide customized engagements for those with unique or complex circumstances. We’ll provide a written estimate after an initial consultation.
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