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 Schedule
your appointment
Click on the adjacent logo to schedule your financial-planning
appointment. |
Four Ponds Financial Planning LLC offers prospective clients a
variety of financial planning options, from one-time planning sessions
to ongoing investment management and financial advice. Listed 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 Checkup Session / $540
- A single, 2-hour meeting that focuses on one or two financial
issues. A short summary of recommendations will be sent to you
after the meeting.
- 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.
- Appropriate topics for discussion include 401(k) investment
choices, college savings strategies, debt management and basic
retirement forecasting.
- Email and telephone support for 15 days after the meeting.
- Click here for more details
on the Financial Checkup.
Portfolio Makeover / $1,080
- A review of your existing portfolio and asset allocation with
written recommendations. Looks at ways to lower your current investment
expenses and ensure your portfolio matches your investment time
horizon and tolerance for risk.
- Includes 401(k) accounts or other retirement savings plans.
- Email and telephone support for 30 days after presentation to
address questions and provide advice on plan implementation.
Retirement Roadmap / $1,800
- A detailed financial planning engagement 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, two retirement cash flow projections,
portfolio review, asset allocation plan and proposed portfolio.
Also includes basic review of estate planning and life, disability
and long-term care insurance needs.
- Email and telephone support for 60 days after presentation to
address questions and provide advice on plan implementation.
Customized Engagements / $180 an hour
- We provide customized financial planning engagements for those
with particularly unique or complex circumstances. Written estimate
provided at complimentary, initial consultation.
Investment Management & Ongoing Financial Planning
- Four Ponds Financial Planning LLC offers investment management
and ongoing financial planning to those clients who seek a continuing
relationship with a trusted advisor. Fees for this service are
based on the level of assets under management. Contact us for
more detail.
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