Transparent Pricing for Your Peace of Mind
Financial Health Check-Up - $199
We’ll build a clear snapshot of your income, expenses, assets, and liabilities to identify key areas of risk and opportunity.
Ideal for: Individuals of any age who want a quick, diagnostic overview of their current financial health.
Retirement Planning Session - $499
We’ll evaluate your readiness, optimize Social Security timing, and design a withdrawal strategy that supports your lifestyle and minimizes tax impact.
Ideal for: Individuals or couples in their 50s to 70s preparing to retire within the next 5–10 years.
Goal-Based Investment Planning - $399
We’ll review your portfolio, identify misalignment’s, and build a strategy that moves you closer to your objectives.
Ideal for: Individuals and or couples in their 30s to 50s with specific goals as they build wealth and long-term retirement savings.
Debt Management & Reduction Plan - $299
Carrying debt without a strategy can quietly cost you thousands in interest and years of financial freedom. We’ll create a customized plan to reduce debt faster and more efficiently.
Ideal for: Individuals or couples with high-interest debt who want a clear, actionable payoff strategy.
SAFE Haven Financial Planning
A comprehensive financial plan tailored to your unique circumstances. We’ll cover retirement, investments, debt, education, insurance, and more. Choose a one-time plan for a standalone road-map, or ongoing support as your life and goals evolve.
One-Time or Ongoing planning pricing is based on complexity.
A full financial plan and ongoing planning support is provided as part of our investment management services for clients with $300,000 or more in assets under our care.
Standalone Planning Options:
One-Time Plan: $1,000 – $1,750
Ongoing Planning: Begins with a full plan, then billed hourly at $125 – $250/hour
*An estimate for total hours and charges is determined at the start of the advisory relationship.