At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!
Pricing + Services
Financial planning services at every stage of your career.
-
Designed for individuals and couples looking to take the first step and lay the framework for their financial lives.
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Basics of Estate Planning
One Free 30-Min Session with Financial Behavior Coach
Annual review meeting
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $700 | Ongoing Retainer Fee $275 *Monthly subscription fees adjusted annually
-
Designed for individuals & couples looking to take the first step and lay the framework for their financial lives with small business needs.
Services Include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Basics of Estate Planning
Basic Small Business Planning
Annual review meeting
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $850 | Ongoing Retainer Fee $400 *Monthly subscription fees adjusted annually
-
Designed for individuals and families with more complex financial planning needs.
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Estate Plan Creation Meeting
In-Depth Business Planning
Stock Options and Equity Compensation Planning
Tax Planning
Semi-annual review meetings | Option for 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $1,000 | Ongoing Retainer Fee $550 *Monthly subscription fees adjusted annually
AUM Fees
Initial Planning Fee Waived
$0-1M = 0.80% AUM
$1.0M - $2.0M = 0.75% AUM
$2.0M - $3.0M = 0.70% AUM
$3.0M - $4.0M = 0.65% AUM Above $4M = 0.60% AUM
*Billing switches to AUM once assets under management exceed $500k
Retirement Runway
Designed for individuals and families nearing retirement with over $500k in investable assets. This plan includes all services listed in The Accelerator, and focuses on getting you ready for retirement.
Emphasis On:
Retirement Distribution Strategies
Social Security Timing and Evaluation
Pension Assessment
Understanding Retirement Investment “Buckets”
Roth Conversion Assessment
Planning for the Gap Years - From Retirement to Social Security
Medicare Assessment
Understanding Your Requirement Minimum Distribution (RMD)
Potential Retirement Gifting Options
Retirement Scenario Creation Right Capital
Semi-annual review meetings | Option for 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)
Student Loan Solutions
Emphasis On:
- Complete Review of Federal & Private Loans
- Recommendations on Payment Plans
- 90-minute Meeting to Discuss Results
- 6-months of Follow-up Email Support
Fees: $495 for Student Loan Analysis.