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Foundation Support
Package
$80 / Month
$960 Annual *
Up to 6 Hours of annual
financial planning support
(20% discount to hourly rate)
Annual Update to MoneyGuidePro® Retirement Plan
2 Meeting per Year
(In-Person or On-Line)
Email / Phone Support
Included with AUM > $150,000
* Available after completing
Foundation Financial Plan
360° Support
Package
$125 / Month
$1,500 Annual ✢
Up to 10 Hours of annual
financial planning support
(25% discount to hourly rate)
Annual Update to MoneyGuidePro® Retirement Plan
4 Meetings per Year
(In-Person or On-Line)
Email / Phone Support
Updates to 360° Financial Plan
Notifications of important financial / tax changes
Included with AUM > $250,000
✢ Available after completing
360° Financial Plan