Tier 1: Foundations | Tier 2: Growth | Tier 3: Complete | |
|---|---|---|---|
Fees | Starting at $75/month | Starting at $200/month | Starting at $400/month |
Meetings/year | 4 | 12 | 12 |
Meeting length | 45 min | 45 min | 45 min |
Deep dives | None | 1 annual (90 min) | 3 quarterly (90 min) + 1 annual (2 hrs) |
Written deliverable | Snapshot | Financial plan (client-directed), updated yearly | Comprehensive plan (all areas), updated every 6 months |
Focus area coaching | No | 1 designated area | All areas, proactively managed |
Professional coordination | None | 2 calls/year | 4 calls/year |
Messaging | Portal | Portal | Priority (48 biz hrs) + proactive |