Sycamore Financial Planning’s expanded service offering, Financial Planning Plus, is designed to provide ongoing portfolio supervision and holistic financial planning advice for a flat annual fee. In this service offering, the client is provided a detailed action plan and Sycamore will implement the portfolio changes and assist the client in implementing the non-portfolio changes as needed.
The advice is comprehensive in nature, focusing on the following financial planning topics. All of these topics will be covered annually as needed by the client.
Sycamore follows a standard financial planning process in the preparation of its Financial Planning Plus services, as outlined below.
Sycamore meets with each client to assess their specific needs and prepares a quote for the cost of the Financial Planning Plus services. This fee will be billed quarterly in arrears.
Below are sample client profiles and associated annual fees. As you review these sample clients, please take note of the broad range of clients that we are able to help through our Financial Planning Plus services. Our fees aren’t based on just a percentage of assets! We don’t think that’s the fairest way to charge — after all, how much money you have is a very poor proxy for the amount of help you need!