SESSION-BASED
$175 per Session
A 40-minute session where you will gain insight to the four best claiming scenarios customized for you. Walk out the door with your detailed timeline of when to claim your Social Security.
UP FRONT FEE
$900–$5,000
ONGOING FEE
$125–$1,000
A realignment of your finances through comprehensive or modular financial planning. Ongoing support, financial dashboard access, and periodic reviews.
FEE-BASED
.25% – 1.5%
Varies based on asset-size and customization
OR
Flat-fee available by request and reviewed annually.
If you’ve never worked with us before, this is the place to start. Call us today to schedule a free, relaxed meeting. You’ll get to know our team of advisors, and they’ll hear your story and learn about you to see if our team is a good fit.
As you near your retirement, are the pieces of your puzzle coming together? We help you see your financial roadmap and where you are on your journey.
Life’s uncertainties cannot be eliminated, but they can certainly be managed.
Modular Financial Planning: Pick a topic: Getting started; Social Security; College Planning, Getting Married, Financial planning for life changes:
Two strategy sessions:
Flat fee
Basic Fee-Only financial plan: If you’re seeking objective advice on your investments, we can help. If you want to make sure you’re on the right track, or if you just want a second opinion, we offer fee-only planning to make sure you’re on the right track.
Premier Financial Plan: Do you ever wish you could get your complex financial picture onto one piece of paper? We offer an intensive planning process to help get you there.
Contact Pleasant Wealth today to schedule your first free, low-tension meeting.