SUMMARY OF FEES

Townsend Financial Planning, LLC offers prospective clients a variety of financial planning options, from one-time planning sessions to retainer/preferred client service options for more regular investment & retirement advice. Listed below are some of our services and the estimated costs based on an hourly billing rate of $150. Customized engagements are also offered for those with unique or complex circumstances.

Financial Check-up Session | $450

A single, 2-hour meeting that focuses on one or two financial issues. A short summary of recommendations will be sent to you after the meeting. This is not a detailed financial review and will not result in an extensive financial plan. It is most appropriate for clients with fairly simple financial circumstances. Appropriate topics for discussion include 401(k) investment choices, college savings strategies, debt management and basic retirement forecasting. Email and telephone support for 15 days after the meeting. Contact us for more details on the Financial Checkup.

Portfolio Makeover | $900

A review of your existing portfolio and asset allocation with written recommendations. Looks at ways to lower your current investment expenses and ensure your portfolio matches your investment time horizon and tolerance for risk. Includes 401(k) accounts or other retirement savings plans. This service may need to become a custom engagement (see below) if the client has a large number of holdings. Email and telephone support for 30 days after presentation to address questions and provide advice on plan implementation.

Retirement Roadmap | $1,500

A detailed financial planning engagement intended for those taking a serious look at when they might retire. Typically for those in their mid-40s to mid-60s. Includes written recommendations, cash flow projections, portfolio review, asset allocation plan and proposed portfolio. Also includes basic review of estate planning and life, disability and long-term care insurance needs. Email and telephone support for 60 days after presentation to address questions and provide advice on plan implementation.

Custom Engagements | $150 an hour

We provide customized financial planning engagements for those with particularly unique or complex circumstances. Written estimate provided at complimentary, initial consultation.

Retainer/Preferred Client Service | Varies

Townsend Financial Planning, LLC offers this service for clients who seek a continuing relationship with a trusted advisor. Fees for this service are based on the services requested and scope of the engagement to be determined on an individual basis. Contact us for more detail.

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