Services and Fees | Jaron H. Poulson Fee-Based Financial Planning

Hourly Consulting Sessions

Live face-to-face client-directed meetings on the topics of your choice. Consulting sessions are charged on an hourly rate of $250.00 per hour.

Financial Planning Projects

Comprehensive Planning: $2,500 and up. Annual updates $1,250 and up. Comprehensive planning will provide analysis and written recommendations in the areas of current financial position, risk management, investment, retirement, tax, estate. During the initial introductory meeting, a specific fee will be quoted based upon the expected time and complexity of the planning engagement. Together, we will enter into a formal planning agreement, which will confirm the fee in writing. The full fee amount will be collected at the time of engagement.

Focused Planning: Those not in need of a comprehensive financial plan may consider a focused plan.  A focused plan is analysis and recommendations in one specific area of focus à la carte.

Cash flow projections and net worth analysis: $500.00 and up.

Risk management analysis (Life, Disability, Long-Term Care, Lawsuit): $750.00 and up.

Retirement planning: $750.00 and up.

Investment analysis: $750.00 and up.

Tax analysis: $500.00 and up.

College planning: $500.00 and up.

Estate analysis: $750.00 and up.

Comprehensive special needs planning for children: $3,000 and up.

 

*Clients with $1,000,000 of assets under management within the practice receive complimentary planning services.

 

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