Comprehensive Financial Planning

Financial Planning Pricing

Foundation Planning Price and Services

$2,500-$3,000*

  • Review for financial blind spots and to help clarify financial goals
  • In-depth three meeting process: discovery, deeper dive and plan presentation
  • Financial health review, including budgeting, debt management and mortgage rate review
  • Retirement planning, including income and scenario planning, Social Security/Medicare optimization
  • Investment overview, including current risk assessment and expense ratio review
  • Estate planning, including document review, titling, medical directives and beneficiary designations
  • Tax review, including review of returns, stock options and strategies for mitigating current and future taxes
  • Insurance review, including review of current life, disability, long-term care and property/casualty
  • College planning, including estimated cost, 529 savings plans, loans, grants and scholarships
  • Charitable giving strategies, including resources for selecting charities
  • Life transition planning, including marriage, divorce, children, moving and caring for aging parents
  • Annual check-in to review plan and make adjustments to existing plan recommendations

 Business Owner Planning Price and Services

$3,500-$4,000*

  • All services in foundation package
  • Business exit planning, including buy/sell agreements and key-man insurance
  • Corporate retirement plan design, including 401(k), DBPP and profit sharing
  • Employee benefits review, including health insurance, HSA, life insurance and disability
  • Business insurance review, including commercial P/C insurance
  • Banking, contracts review and coordination with business coach

Individual Planning Services (Hourly Rate)

$200 per hour

  • Additional hours needed for planning charged at a standard hourly rate

*Pricing varies based on the services required.

Truuwater Financial

Truuwater Financial  |  12340 El Camino Real  |  Suite 310  |  San Diego, CA 92130  |  833-777-TRUU

Investment advisor offered through Stratos Wealth Partners, Ltd, as registered investment advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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