Our plans are heavily customized and unique to you. We will help you reach your goals, whatever they may be.
Foundation
A one-year engagement designed for new Plandeavor clients, Foundation provides comprehensive, personalized financial planning paired with ongoing support to help you implement and refine your strategy over time.
Cashflow Planning
Debt Management
Risk Management
Education Planning
Wealth Accumulation
Employee Benefits Review
Investment Strategies
Tax Minimization Strategies
What's Covered
Retirement Planning
Charitable Giving
Legacy Planning
​Major Purchases
Engagement Timeline
Start
3 Months
6 Months
9 Months
12 Months
-
Financial plan construction begins
-
30% of planning fee is due
-
Quarterly Review Meeting
-
Ongoing Monitoring
-
Financial Plan Update
-
20% of planning fee is due
-
Quarterly Review Meeting
-
Ongoing Monitoring
-
Financial Plan Update
-
Completion of financial plan construction
-
Implementation kick-off
-
30% of planning fee is due
-
Quarterly Review Meeting
-
Ongoing Monitoring
-
Financial Plan Update
-
20% of planning fee is due
Pricing Structure
Our pricing is tailored to the complexity of each client’s financial situation. To determine the cost of your first year of service, you’ll complete a brief Complexity Questionnaire during our introductory process. This allows us to provide a fair, transparent quote that reflects the depth of planning and support your situation requires.
Sample Clients
Sample Client One
(Minimum Complexity)
$3,500​
​
1 income earner
Household Income: $210,000
Dependents: 0
Salary/W-2 Income
Receives RSU's
Has 2 Investment Accounts
No real estate (except primary home)
Less than 5% of net worth in alt. investments
Holds no debt
Contributes to retirement accounts
Estate plan: N/A
Does not own a business
No special considerations
​
Sample Client Two
(Average Complexity)
$6,500​
​
2 income earner
Household Income: $475,000
Dependents: 1
Salary/W-2 Income
No Equity Compensation
Has 4 Investment Accounts
No real estate (except primary home)
Less than 5% of net worth in alt. investments
Holds debt (Mortgage)
Contributes to retirement accounts
Estate plan: Not started
Does not own a business
Holds assets outside US, Non-US Citizenship​
Sample Client Three
(Highest Complexity)
$12,000​
​
2 income earner
Household Income: $1,200,000
Dependents: 2
Multiple Sources (rental, salary, business)
Stock options & ESPP
Has 7 Investment Accounts
Multiple rental & commercial properties
More than 5% of net worth in alt. investments
Holds debt (mortgages & business)
Within 10 years of retirement
Estate plan: Needs updating
Owns a business
No special considerations
​
Continuum
Continuum is our ongoing planning relationship for clients who have completed their Foundation engagement. It provides continued access to strategic guidance, plan updates, and proactive support as your life and goals evolve.