Boelte O'hara Wealth Management Client Costs
Financial Planning Services
In order to best serve the holistic needs of our clients, we offer four plans:
Basic Goal-Based Financial Plan
COST
$2500-4500
Designed with pre-retirees in mind, our basic goal-based financial plan aims to create a sound plan for your retirement savings or life events. We’ll address things such as:
- Insurance
- Estate planning
- Income
- Savings and expense management
- Debt and credit management
- Financial life counseling and education
Comprehensive Cash Flow Retirement Financial Planning
COST
Beginning at $4500
For individuals or families, 55 and older, our Comprehensive Cash Flow Retirement Financial Plan addresses the entire retirement planning process, including:
- Meeting multiple financial objectives
- Sources of retirement income
- Personal savings
- Expense management
- Employer-sponsored retirement plans
- Income taxes
- Retirement cash flow
- Asset management
- Insurance and estate planning
- Financial education
Holistic Comprehensive Financial Planning
COST
Beginning at $5,500
Have a complex situation or a special need? We’ll address the entire planning process with the necessary executive compensation considerations.
Limited Financial Planning Engagement
COST
TBD
Our Limited Financial Planning Engagements are available for younger individuals who have limited needs. These engagements include basic financial life counseling and education along with insurance considerations, savings and expense management, and debt and credit management.