Meetings & Fee ScheduleIn the introductory meeting we learn about you and your current situation and you learn about Elser Financial Planning, Inc. This is a free meeting, over the phone or in person.
Comprehensive Financial Plan
A typical engagement includes three meetings and a written, comprehensive financial plan. In the first meeting, your goals and concerns are discussed and all aspects of your finances are reviewed. In the second meeting, a written plan is provided with detailed analysis, illustrations, and recommendations. In the third meeting, we assist you with the next steps to achieve your financial goals. The fee for this is typically $3,500 – $7,000 depending on the complexity of your situation.
Hourly Financial Planning
Younger clients frequently seek advice limited to a few specific areas, and for those clients we offer hourly financial planning services. Topics may focus on budgeting, retirement saving, employee benefit selection, education funding, charitable giving, tax planning, life insurance needs or an investment review. Hourly planning is provided by our Associate Planner, Jonathan Herndon, at $150/hour.