Financial Planning Options
We offer a wide array of financial planning services to best serve you. All of these options include a NO OBLIGATION initial consultation:
1. Quick Look ($300)
This is a broad and less detailed view than the Standard Plan – a “lite” version. It includes a 90 minute meeting and the delivery of a plan based on your goals. It can be ideal if you’re just getting started in planning your finances, want a second opinion, or for do-it-yourselfers seeking a little guidance to make sure you’re on the right path.
2. Standard Plan ($1080 to $1920)
This is the cornerstone of a financially sound future for you and your loved ones. This plan begins with a Standard offer and many other components can be added to create a customized plan just for you.
3. Stand-Alone Projects ($360 to $600)
This is the perfect choice for when a comprehensive financial plan is not necessary, but you may still have important questions regarding a specific topic.
You can also add additional Components to your Standard Plan to complete a full plan:
You can choose any one of the following Stand-Alone Projects:
NOTE: Planning Meetings are not a substitute for a full financial review or one of our stand-alone projects as they do not contain a similar level of detail or formal analysis. Planning sessions are casual financial check-ups with a quick and basic review of your financial picture.
All financial planning is based on an hourly rate of $120 per hour and all engagements are quoted as a flat fee. Please note that this information is for general reference and discussion purposes only. A signed and dated Advisory Agreement is the only official source of fee quotes and the only binding offer for service recognized by Pythia Wealth Management, LLC. Actual fee estimates may differ due to specific client information. This document is not intended as a formal fee quote, is not a contractual agreement, and does not imply a commitment of any kind.