Financial Services with FlightPath Financial Planning
We believe transparency and trust are fundamental to a successful financial planner and client relationship.
That’s why we’ve listed our fees where everyone can see them.
At FlightPath Financial Planning we take pride in our robust financial planning offerings and our ability to work with just about anyone. We believe everyone should have access to good financial advice, that is why we do not have account minimums. So regardless of your current financial standing, we can help. To reach everyone, we offer 2 different service options. We offer Full Financial Planning Services and a (Lite) Financial Planning option. Fees for our Full Financial Planning start at $2,500 (individual) $3,500 (couple) per year, and increase or decrease with your financial complexity. Lite Financial Planning starts at $1,200 (individual) and $1,800 (couple).
There is a 0.25% management fee for households that exceed $250,000 of investable assets. This is waived your first year.
Financial planning is an investment in your future. Like all investments, it can take a bit of time and commitment before you start seeing results.
Financial Planning & Investment Management
This is our most robust offering, and as fiduciaries, we highly recommend going this route. We know you put in long hours at work, you have other life commitments, and your free time is extremely valuable to you. As Certified Financial Planning Professionals® (CFPs®), we are personal finance experts, and we manage money for a living. Let us provide you with our professional level services so you don’t have to spend the time and effort researching areas you aren’t an expert in. Together we will develop a financial plan that covers the relevant areas to your personal finances. We’ll help you implement the plan, manage your investments, provide ongoing maintenance and will alert you as unique planning opportunities arise.
You're feeling a bit overwhelmed with all the different account types and investment options out there, and you know you aren’t going to realistically commit the time and energy needed to properly manage them on your own, likely leaving lots of money on the table. Let us build and manage your portfolio with a world class strategy, using our low cost, tax efficient, and diversified approach. But that’s not all, as an added included service, we want to help you expand your financial robustness, so each year we will include time to discuss topic areas of your choosing (we can also make suggestions if you are not sure what areas would have the biggest impact) to make sure you aren’t missing out on something big
This is our version of an hourly rate. Pick 2 of your financial pain points and we’ll cover them thoroughly with you for a simple flat rate. We don’t think we’ll need additional time, but if you come with lots of questions or need additional assistance, more time can be added at $250 per hour.