Comprehensive Financial Planning
A financial plan is only as good as its implementation. We'll build your financial plan and help you get the most out of it with ongoing support.
Comprehensive Financial Planning
A financial plan is only as good as its implementation. We'll build your financial plan and help you get the most out of it with ongoing support.
YES, WE actually do that!
At FPFoCo, financial planning is way more than investment management. Comprehensive financial planning is the well-defined path between where you are and where you want to be.
Please note: FPFoCo has selected the reviews shown here, and they may not reflect all experiences or your experience with the firm. No compensation has been provided for any review. No conflicts of interest exist between the reviewers shown here and FPFoCo.
A Process and Team YOU CAN TRUST
ADVICE FOR WHAT’S NOW
Initial Financial Plan
Your Full-Time Fiduciary® Provides:
Consultations empowered and informed by technology
A PLAN FOR WHAT’S NEXT
Ongoing Implementation
Support
We support you at every stage of your life. With regularly scheduled meetings throughout the calendar year, your consultations are aligned to your life and annual milestones, like tax season and open enrollment. We’re also available as you need us for critical decisions as they arise.
Scheduled annually, this consultation is based on your onboarding date. Review goals, track progress, and ensure that your plan continues to meet your needs and objectives.
Account for income changes like equity compensation events, an inheritance, windfall, retirement income, unforeseen expenses, and new opportunities.
Receive support on the evolution of your intentions to keep you ahead of the curve and ensure your estate is preserved.
Ensure protection in the event of the unforeseen — without overpaying for premiums. Our fiduciary perspective helps you maximize coverage benefits and minimize expenses.
Investment planning provides clarity around a risk-adjusted and tax-informed investment strategy, including sustainability and ESG investments when appropriate.
Each year, we prepare your individual income tax return. We then meet again to review your tax projections, proactively preparing and planning to optimize your tax situation.
Fees for Comprehensive Financial Planning
Initial Financial Plan (one-time project): $3,000*
Ongoing Implementation Support:
Full comprehensive support, including investment management as well as income tax preparation and planning.
Assets Under Management | Annual Fee* |
|---|---|
$0 – $1,000,000 | $7,500 |
$1,000,000 – $5,000,000 | 0.50% |
$5,000,000 and above | 0.25% |
*In some cases, we may adjust your fee based on the unique complexity of your situation and financial planning needs.
Strategically Timing Your Financial Moves With Life Events
Life happens. At FPFoCo, there’s no limit to your consultation time. Your priorities and opportunities don’t have to derail your path to financial independence. We’ll handle time-sensitive tasks, check critical boxes on your behalf, and provide advice on your goals as we reach your planning milestones together.
Strategically Timing Your Financial Moves With Life Events
Life happens. At FPFoCo, there’s no limit to your consultation time. Your priorities and opportunities don’t have to derail your path to financial independence. We’ll handle time-sensitive tasks, check critical boxes on your behalf, and provide advice on your goals as we reach your planning milestones together.