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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 Q&A
One 90-Minute Meeting
$500 flat fee
No further commitment required.
One 90-minute session focused on your most pressing financial questions. After our conversation, you'll receive a personalized summary with clear notes and actionable recommendations.​​​
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Focused support on one of the following (or something similar):
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Build a balanced personalized budget that supports your goals while honoring your desired lifestyle
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Create a debt management strategy, such as a plan to pay down credit cards or other high-interest loans
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Walk through your workplace retirement plan together to optimize contributions and investment elections
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Run a high-level home buying analysis to help you understand how much house you can afford
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Open personal accounts like a Roth IRA, taxable brokerage, or a 529 in real-time and with guidance ​​​​​
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Note: Hourly advising is still available on a case-by-case basis. Hourly advising is best for those who need 3–5 hours to explore one or two focused topics in more depth. For complexity and needs beyond that, we recommend a One-Time Plan.​​
2
Financial Check Up
One-Time Financial Plan
$2,000-$6,000 per plan*
$500 initial fee and five monthly payments.
Over the course of 6 months, we will build an all-inclusive financial plan to optimize every aspect of your financial life as well as teach you the best practices for your unique situation. ​​
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Includes:
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Financial literacy & education
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Goal identification & prioritization for all life goals, e.g.
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Buying a home or rental property
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Taking a career break
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Planning for a sabbatical
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Growing a family
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Charitable giving
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Debt management planning
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Employee benefits optimization
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Equity compensation​ planning
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Retirement planning
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FI/RE
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Investment planning
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Tax planning
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Insurance planning
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Education planning
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Estate planning
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*Fee based on complexity. Comprehensive plans typically take 10-20 hours to complete.
3
Financial Planning
Ongoing Planning
$200-$500 per month*
Billed monthly or quarterly.
For clients who have already created an initial One-Time Plan, we can continue to work together ongoing to best support your long-term financial wellness, security and success.
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Includes:​
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An accountability partner in your corner to help you strengthen and practice your financial knowledge, habits and decision-making
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Plan implementation assistance and consistent accountability
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Prescheduled quarterly review meetings to keep your plan updated
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Unlimited communication with your advisor between meetings
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Support from your advisor to address federal and state legislation changes
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Money mindset behavior coaching
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Open Enrollment assistance
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Tax efficiency planning
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Decision-making support for vesting equity comp shares (ISOs, RSUs, NSOs, ESPP, SARs)
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Credit card rewards points hacking
*Fee calculated based on complexity.
Estimated client fees are based on complexity, and will be calculated and presented after the introductory meeting. Sage Financial Planning, LLC retains the discretion to negotiate or otherwise present alternative fee estimates 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.