Services & Fees
We’re proud to offer services that are flexible, collaborative, and centered on your needs. All meetings are conveniently held online, using secure data transmission and video conferencing tools.
Our service packages are based on an hourly rate of $295. You’ll receive a flat fee quote based on the complexity of your situation, so you always know the cost upfront.
To start working together, we’ll ask for a signed agreement and a $500 deposit, with the remaining balance due at your plan presentation session.
Below is a sample of our typical services:
Portfolio Analysis & Investment Advice: $3,100 - $4,700
The investment analysis package reviews your total portfolio’s asset allocation, fund expenses, and performance. We provide specific recommendations for investment selection to reduce costs and improve long-term results, weighing potential tax impacts before suggesting changes.
The review includes your employer retirement plan options and strategies for tax-efficient asset location. This service is included in the FAC Financial LifePlan.
Retirement Planning & Retirement Readiness Review: $4,500 - $6,800
Our most popular engagement, this service provides a clear, tailored roadmap to your retirement journey. Together, we’ll review your savings, potential income sources, and the lifestyle you want to create—then design a plan that reflects your goals.
We’ll run “what-if” scenarios, stress-test your portfolio, and outline strategies to strengthen your long-term security. If you’re near retirement, we’ll also assess Social Security claiming options and develop an effective withdrawal plan that gives you peace of mind.
Finally, we provide specific asset allocation and investment recommendations across IRAs, employer plans, and taxable accounts—helping you align your money with what you value most.
FAC Financial LifePlan: $5,500 - $8,000
This holistic planning service addresses the broadest range of topics as relevant to you, including, goal setting, cash flow review, retirement planning, investment analysis, employer benefits review, tax efficiency planning, home buying and mortgage analysis, college funding, risk management, and estate plan review.
Live Financial Planning Intensive: $550
Live Planning sessions are focused, decision-driven meetings designed to address specific financial questions, and a perfect place to start your financial planning journey. You’ll discover whether you’re on the right track, and gain clear next steps to adjust course if needed. Learn more about Live Planning.
Updating Your Plan
Financial planning isn’t a one-time event—it’s an ongoing process. We encourage clients to revisit their goals, rebalance their portfolio, and update their plan each year, or whenever significant life changes occur.
Updating Your Plan
Financial planning isn’t a one-time event—it’s an ongoing process. We encourage clients to revisit their goals, rebalance their portfolio, and update their plan each year, or whenever significant life changes occur.
After you’ve completed one of our in-depth services, our Plan Update option becomes available to you. Since we’ll already have much of your information on file, updates typically take less time—so the cost is often lower than your initial plan.
Considering working with us?
Schedule a Call
It all begins with an introductory conversation.
This informal, no-obligation session provides perspective on your situation and clarity on how we may be able to help. During the meeting, you’ll:
- Discuss your overall financial picture, including strengths and key areas that may need attention
- Gain insight into our integrated approach to evaluating your finances and guiding your next steps
- Learn about our process and what a planning relationship with us looks like
- Have space to ask questions