Fees & Services
As an independent Fee-Only CFP (r) where integrity and expertise intersect, 2020 Financial Planning LLC offers 2 levels of financial planning and 1 level of wealth management.
Retirement Roadmap
Do you want to retire? Let's get you there.
We'd start with a no-fee Discovery Meeting to discuss what you want to get out of financial planning and discuss your vision for your future. Then, after you've had some time to think about it and if you wanted to proceed, we'd kick off the financial planning process.
Fee: No subscription requirement. No asset minimum. Starts at $2,300.
Includes all steps of the financial planning process, including client meetings, analysis, and writing your 3 financial plan deliverables.
Kick-Starter Roadmap
Are you just getting started in your career? Let's make sure you get started on the right track.
We'd start with a no-fee Discovery Meeting to discuss what you want to get out of financial planning and discuss your vision for your future. Then, after you've had some time to think about it and if you wanted to proceed, we'd kick off the financial planning process.
Fee: No subscription requirement. No asset minimum. Starts at $1,800.
Includes all steps of the financial planning process, including client meetings, analysis, and writing your 3 financial plan deliverables.
Wealth Management
Do you like managing your portfolio or do you prefer to have someone manage it?
If you like managing your portfolio, we'd talk about 1 of the 2 financial planning services offered.
But, if you prefer wealth management, we'd start by talking about what you want to accomplish.
Then, after collaborating with you, Modern Portfolio Theory would be utilized.
Since you'd be able to cancel wealth management at any time to manage your own portfolio, this model optimizes portfolio efficiency and affords you peace of mind.
Fee: Percentage of managed assets, excluding all forms of non-managed assets.
Where do you go from here?
Whoever you decide to work with, knowing how they are compensated and that they are a Fiduciary will ensure you make the decision more fully informed.
Get in touch to schedule a no-fee Discovery Meeting to further determine what the best model is for you and to discover what it's like to work with a Fee Only Financial Planner.