FINANCIAL PLANNING

Building and protecting your family's wealth starts with expert guidance.

Financial planning is the process of tying your goals and values to the financial decisions that you make. It can be a simple goal like “I want to save for a vacation to Australia” or it can be something more complex like “How can I retire by age 55?” 

You probably have a general idea of where you are headed, where you would like to be, and what obstacles stand in your way. You may be unsure of the best path to take, how to get there in the most efficient way, and what steps should be prioritized. That’s where we come in. We fill in the gaps and apply our expertise to help make the most of your financial resources. 

Clients receive access to industry-leading financial planning software. 
Watch this 1-minute video to see how it works!

Financial Planning Packages

We offer four financial planning packages tailored to your needs.

Fundamentals

Everything you need to get started.

Fundamentals is designed for young professionals, newlyweds, and others who are just starting out. We will help you take control of your finances and build a strong foundation for your financial future.

Comprehensive

An in-depth analysis.

Comprehensive is intended for mid-career professionals, high-income earners, and families. We will help bring organization to your finances and provide you with a path for growing and protecting your wealth. 

Retirement

Next stop, retirement.

Are you retiring soon? We will 
help you make your retirement preparations, set your retirement date, optimize your retirement benefits, and create a retirement income stream. 

Stewardship

All-inclusive financial oversight.

Stewardship is our premier wealth management solution. We provide ongoing investment oversight coupled with proactive financial planning and tax planning all for one flat annual fee. 

Fundamentals

Everything you need to get started.

Fundamentals is designed for young professionals, newlyweds, and others who are just starting out. We will help you take control of your finances and build a strong foundation for your financial future.

Comprehensive

An in-depth analysis.

Comprehensive is intended for mid-career professionals, high-income earners, and families. We will help bring organization to your finances and provide you with a path for growing and protecting your wealth. 

Retirement

Next stop, retirement.

Are you retiring soon? We will help you make your retirement preparations, set your retirement date, optimize your retirement benefits, and create a retirement income stream. 

Stewardship

All-inclusive financial oversight.

Stewardship is our premier wealth management solution. We provide ongoing investment oversight coupled with proactive financial planning and tax planning all for one flat annual fee. 

PRICING

Financial Planning fees range from $75 to $500 per month depending on complexity. For example, a retiring couple with extensive assets, rental properties, and other complex financial matters would require a more in-depth approach than a young college graduate who has relatively simple personal finances. An upfront fee may apply. 

Financial Planning agreements typically last for 12 months. We create a calendar for the 12-month period that details our meeting schedule, topics to be analyzed, and other tasks that will be completed. We check in regularly with clients to ensure that our recommendations have been implemented. Upon expiration of the 12-month agreement, clients will have the option to renew for up another 12 months if they wish to continue working with us.

Want to work with us?

(208) 249-9255

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© 2018 Retire Sensibly LLC. All Rights Reserved.
Privacy Policy & Disclaimer | ADV Disclosures