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More About Our Financial Plans
Initial Plan Development
$1,500 WM* Clients
$2,500+ Consulting Clients
Subsequent years: $500 annually WM* Clients
$250 Hourly Consulting Clients
Coffee Date (in person or video) N/C
Scheduling and Confirmations
CCF Client Invitations
CCF Client Connection Meetings
Financial Plan Data Sheets
Tax Return Review
Legal Document Review
Annual Beneficiary Review
Personalized Plan Summary Video
*WM: CCF named as primary advisor-of-record of client's investable assets (Note: if Consulting client becomes AUM client within 6 months of plan delivery, differential applied toward subsequent years' annual planning fees.)
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