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Financial Independence Plan Packages
Plan Packages
Financial
Independence
Plan - Level I
Financial
Independence
Plan - Level II
Financial
Independence
Plan - Level III
Overview
Basic Plan for those wanting to build confidence about their financial future. Digital only delivery of plan appropriate for those comfortable with technology.
Additional scenarios allow for increased plan complexity and more nuanced approaches to financial planning. Printed spiralbound plan.
Maximization of value. Can accommodate multiple scenarios and full complexity; leave no stone unturned. Full color printed plan presented in a leather binder.
Discovery Meeting
Data Verification Meeting
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Plan Delivery Meeting
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Benchmarking Spreadsheet
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Weekly Key Numbers Subscription
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Vault Access
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General Employee Benefit Advice
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Personalized Social Security Claiming Strategy
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Techniques / Scenarios Modeled in Plan
Up to 2
Up to 4
Up to 6
Personal Financial View Website Access Period
6 Months
12 Months
24 Months
Digital Copy of your Financial Independence Plan
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Printed Financial Independence Plan
Integration walkthrough (setup access for all your financial accounts consolidated in eMoney)
Refreshed Plan Output
Additional plan development / implementation meeting
Fiduciary analysis of employee retirement plan
Self-service access to eMoney planning tools and reports
Plan check-in calls throughout 18-month period
~25 pages printed spiralbound plan
~100 pages printed in leather binder
30 Minutes
60 Minutes
Full plan is regenerated at 6 months
Full plan is regenerated at 6, 12, and 18 months
30 minute meeting
(2) 30 minute meetings or single 60 minute meeting
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Price Range
$1,250 - $1,750
$1,750 - $2,750
$2,750 - $5,000
Key extras include...
Additional meeting for deep-dive into important topics. Complete plan refresh @ 12 months. Basic assistance on technology aspects.
(2) extra meetings for deep-dive into important topics. Complete plan refresh @ 6, 12 and 18 months. Full support through technology aspects of plan and implementation. Full fiduciary review of employee benefits and employer retirement plan(s).
Financial Planning services offered by CERTIFIED FINANCIAL PLANNER™ practitioner Bryan M. Renner, CPF®, an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Pointer Creek Wealth Management, LLC and Cambridge are not affiliated. Cambridge does not provide tax/legal advice. Tax projections provided are intended to serve as an informational tool, we are not tax attorneys and projections should not be construed as tax advice. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.
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