Services & Fees

Our goal at Alberty Financial Planning Services (AFPS) is to design and facilitate the implementation of our clients’ comprehensive customized financial and estate plan. There are three phases essential for achieving our goal.

Phase I
Comprehensive Customized Financial and Estate Plan

$5,000

Includes:

• Fact finding meeting
• Cash flow plan
• Education plan
• Retirement plan
• Asset Allocation
• Insurance analysis
• Employee benefit review
• Estate plan
• Financial and Estate plan presentation meeting

*The comprehensive financial plan is also offered separately from phases II and III.

Phase II
Optional Annual Retainer

$2,400

During phase II, AFPS focuses on facilitating the implmentation of your financial plan throughout the year. This phase includes:

• Facilitate the implmentation of the plan
• Working with other professionals to complete your plan
• Answering personal financial questions throughout the year
• General upkeep of the plan

Phase III
Updating the Plan

Personal finances are constantly changing. That is why it is important to update personal financial plans annually. Clients who take advantage of phases I and II will receive the following year’s financial plan for half price.

**To participate in phases II and III, clients must first go through the comprehensive planning process in phase I