At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!
Prudent Financial Planning | Pricing Page
Get out of debt and make your money work for you with the selected plans below!
The Accumulator ($500k or less)
Designed for individuals and couples looking to take the first step and lay the framework for their financial lives
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Basics of Estate Planning
One Free 30-Min Session with Financial Behavior Coach
Annual review meeting
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $700 | Ongoing Retainer Fee $275
*Monthly subscription fees adjusted annually
The Entrepreneur ($500k - $1M)
Designed for individuals & couples looking to take the first step and lay the framework for their financial lives with small business needs.
Services Include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Basics of Estate Planning
Basic Small Business Planning
One Free 30-Min Session with Financial Behavior Coach
Annual review meeting
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $850 | Ongoing Retainer Fee $400
*Monthly subscription fees adjusted annually
The Strategist ($1-$2M)
Designed for individuals and families with more complex financial planning needs.
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Estate Plan Creation Meeting
In-Depth Business Planning
Stock Options and Equity Compensation
Tax Planning
One Free 45-Min Session with Financial Behavior Coach
Semi-annual review meetings | Option for a 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $1,000 | Ongoing Retainer Fee $550
*Monthly subscription fees adjusted annually
The Accelerator ($2mil+)
Designed for individuals and families with more complex financial planning needs.
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Estate Plan Creation Meeting
Small Business Planning
Stock Options and Equity Compensation
Tax Planning
One Free 60-Min Session with Financial Behavior Coach
Semi-annual review meetings | Option for a 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $1,250 | Ongoing Retainer Fee $750
*Auto-enrolled into AUM model once total fees from assets surpass $5,000/year
*Monthly subscription fees adjusted annually
Retirement Runway
Designed for individuals and families nearing retirement with over $500k in investable assets. This plan includes all services listed in The Accelerator, and focuses on getting you ready for retirement.
Emphasis On:
Retirement distribution strategies
Social Security timing and evaluation
Pension assessment
Understanding your retirement investment “buckets”
Roth Conversion Assessment
Planning for the Gap Years - From Retirement to Social Security
Medicare Assessment
Understanding your Required Minimum Distribution (RMD)
Potential retirement gifting options
Retirement scenario creation Right Capital
One Free 60-Min Session with Financial Behavior Coach
Semi-annual review meetings | Option for a 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)
AUM Fees
Initial Planning Fee Waived
$0 - $1M = 1.00% AUM
$1.0M - $2.0M = 0.75% AUM
$2.0M - $3.0M = 0.65% AUM
$3.0M -$4.0M = 0.55% AUM
Above $4M = 0.45% AUM
*Billing switches to AUM once assets under management exceed $550k
Student Loan Solutions
Services Include:
Complete Review of Federal and Private Student Loans
Recommendations on Payment plans
90-minute Meeting to Discuss Results
6-months of Follow Up Email Support
Fees: Combined Loan Balance <$200,000: $395 for Student Loan Planning | Combined Loan Balance >$200,000: $495 for Student Loan Planning
Pat Logue CFP®, CSLP® | Founder & Financial Planner
Interested in any of the plans above? In my experience, it’s never too early or too late to get your finances on the right track. Schedule your free consultation, I am here to help!