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Financial Planning Service Options

Our services are rendered for one transparent, flat fee.  We are free of conflicts of interest and will never

sell you anything; all of our advice and recommendations to you are in your best interest, always.

1

Financial Advice
Hourly Advising
$250/hour

Includes project-based advice, such as creating a home purchase savings plan or drafting a debt management plan. Fees are billed hourly per quarter hour with a three hour minimum.

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Includes:

  • Cash accounts review

  • Cash flow analysis

  • Emergency fund analysis

  • Financial advice on one or two specific top of mind money matters, e.g.​​

    • Home buying​

    • Retirement check-up

    • Debt management

    • Family and/or charitable giving

2

Financial Check Up
One-Time Financial Plan
$1,800-$6,250 per plan*

Over the course of 6 months, we will build a comprehensive financial plan that optimizes each aspect of your financial life, and teaches you the best practices for your unique situation. 

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Includes:

Everything from Financial Advice plus

  • Financial literacy & education

  • Goal identification & prioritization e.g.

    • Home buying​

    • Vacation planning

    • Family and/or charitable giving

  • Debt management 

  • Employee benefits optimization 

  • Retirement plan analysis 

    • Including FIRE planning​

  • Investment portfolio and asset allocation review

  • Tax projections and planning

  • Insurance coverage analysis

  • Education planning

  • Estate plan review

*Fee calculated based on complexity.

3

Financial Planning
Ongoing Planning
$100-$250 per month*

For clients who have already implemented an initial One-Time Plan, we can continue to work together to strengthen your financial knowledge, habits and decision-making in support of your long-term financial success. 

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Includes:​

  • Money mindset assessment, education and behavior coaching

  • Open Enrollment assistance

  • Credit card optimization ("hacking")

  • Ongoing equity analysis & decision-making (ISOs, RSUs, PSUs, NSOs, ESPP)

  • Regular check-in meetings to support plan implementation, monitoring, and accountability

  • Unlimited calls and messages with your advisor. Particularly helpful as new financial consideration arise (e.g. a promotion, marriage, or other job or life change) 

  • Updates and special meetings initiated by your advisor to proactively capitalize on new planning opportunities

*Fee calculated based on complexity.

Estimated client fees are based on complexity, and will be calculated and presented during the introductory meeting. Sage Financial Planning, LLC retains the discretion to negotiate alternative fees on a client-by-client basis based on the expected complexity of the client situation and estimated time required to complete the project scope and/or plan.

 

Income level, net worth, dependent status, property ownership, equity compensation awards and other miscellaneous complexities such as business ownership and trust ownership are factors that will impact the applicable planning fee.

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