Hourly Model. Sycamore Financial Planning’s fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation and providing specific recommendations. An estimate of fees will be provided at the end of your Initial Consultation meeting, when your needs have been fully identified.
Hourly Rate. Sycamore’s services are billed on an hourly basis at a rate of $225 per hour.
Sample Engagements. Below are a few sample engagements and an estimated cost based on our hourly rate and an estimate of the typical hours required to complete the engagement. Actual quotes will be based on individual circumstances. Combining projects at the same time will reduce costs. The best way to get an idea of the costs for your particular needs is to contact us to schedule an initial consultation.
- Services: Includes target asset allocation, retirement savings plan, review of basic insurance needs, and review of debt issues. Investment choices are discussed, but no specific investment recommendations are provided.
- Typical Cost: starting at $675
Custom Plan: Retirement Planning & Investment Analysis
This is our most popular engagement. It provides a solid foundation for your retirement and a thorough review of your investment portfolio.
- Services: Evaluation of retirement savings and desired retirement lifestyle. Includes multiple “what-if” scenarios, analysis of retirement savings needs, and retirement income planning as appropriate. Evaluation of current portfolio & fund expenses, a recommended asset allocation, and specific security selection to implement the recommended asset allocation. Includes IRAs, employer retirement plans, and taxable accounts.
- Typical Cost: starting at $1,800
- Services: All services as outlined on our What We Do page for the following categories: Retirement Planning, Investment Management, Insurance Planning, Estate Planning, and Tax Planning.
- Typical Cost: starting at $3,500
This service is intended for returning clients, and provides an update and review based on prior analysis.
- Services: Includes review of current cash flow trends since your last engagement with Sycamore as well as an assessment of the applicability of your current asset allocation and recommendations for rebalancing your portfolio as necessary.
- Typical Cost: starting at $450