The Cost of Working with the CAP in CAPitalize
There is no cost for an initial meeting or to go over a plan.
We built our business off of trust earned. If we do so, we earn your business. If not, we will be ready when you are. The costs of doing business are:
Financial Planning
Personal Financial Planning
$2,500/year
Fees can can be paid twice a year, quarterly, or monthly. Most clients pay monthly.
Financial Planning for Business Owners and CAPitalizing Their Company Retirement Plan
$5,000/year
For business owners where we also coordinate their retirement plans.
Includes
- Writing / Updating Your Financial Plan
- Annual Meeting
- Quarterly Calls
- CAPitalize Your Retirement
- CAPitalize Your Income
- CAPitalize Your Cash
- CAPitalize Your Debt
- CAPitalize Your Cash Flow
- CAPitalize Your Kids
- CAPitalize Your Legacy
Investments
We can get paid two ways:
- Recurring Costs, or what is known as fee-only (generally 1.5% – 1.85%)
- Commission
When we sit down to go over how to CAPitalize Your Finances, we will go over specific costs, as well as why it will benefit you to charge how we charge.
Includes
- CAPitalize Your Investments
Insurance
Generally, insurance products charge a commission for their services, although occasionally, they charge a recurring cost. Either way, we sit down and go over the costs with you so you know what you’re paying.
Includes
- CAPitalize Your Insurance