Pricing

Financial Coaching

Engagement Term

Price Per Month

3 month engagement

$200/month

6 month engagement

$150/month

12 month engagement

$125/month

Investment Management

Assets Under Management

Fee

$500,000 and under

1.5%

$500,000 to $1,000,000

1.0%

$1,000,000 and above

0.5%

*Additional discounts apply for Financial Planning clients

Financial Planning

Plans

Included Services

Price

One Time Essential Plan

Savings, Investment, Retirement, and Insurance Planning

$2,500

One Time Advanced Plan

Essential Plan Plus Education, Tax, and Estate Planning

$4,500

Essential Plan with Ongoing Planning and Review

Savings, Investment, Retirement, and Insurance Planning

$250/month

Advanced Plan with Ongoing Planning and Review

Essential Plan Plus Education, Tax, and Estate Planning

$450/month

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Financial Coaching

Investment Management

Financial Planning

Office

Contact Info

Get in Touch

Steven Kibbel Financial Planning