Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

What We Offer

We offer a range of services to meet a wide variety of clients’ needs. See available plans below:

Schedule Appointment

  • 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

    Annual Review Meeting

    Unlimited Support (Check-ins/Emails/Calls)

    Fee Structure: Upfront Fee $700 | Ongoing Retainer Fee $275 *Monthly subscription fees adjusted annually

  • 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

    Semi-Annual review meetings

    Unlimited Support (Check-ins/Emails/Calls)

    Fee Structure: Upfront Fee $850 | Ongoing Retainer Fee $400 *Monthly subscription fees adjusted annually 

  • 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 Planning

    • Tax Planning

    Quarterly review meetings

    Unlimited Support (Check-ins/Emails/Calls)

    Fee Structure: Upfront Fee $1,000 | Ongoing Retainer Fee $550 *Monthly subscription fees adjusted annually

  • 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 Retirement Investment “Buckets”
    Roth Conversion Assessment
    Planning for the Gap Years - From Retirement to Social Security
    Medicare Assessment
    Understanding Your Requirement Minimum Distribution (RMD)
    Potential Retirement Gifting Options
    Retirement Scenario Creation Right Capital

    Semi-annual review meetings | Option for 3rd ‘working’ meeting if needed
    Unlimited Support (Check-ins/Emails/Calls)

    AUM Fees

    Initial Planning Fee Waived

    $0-1M = 0.80% AUM
    $1.0M - $2.0M = 0.75% AUM
    $2.0M - $3.0M = 0.70% AUM 
    $3.0M - $4.0M = 0.65% AUM Above $4M = 0.60% AUM

    *Billing switches to AUM once assets under management exceed $500k

Ongoing Services

  • $500 per hour

  • Emphasis On:

    - Complete Review of Federal & Private Loans
    - Recommendations on Payment Plans
    - 90-minute Meeting to Discuss Results
    - 6-months of Follow-up Email Support

    Fees: $495 for Student Loan Analysis.

Other Services

Learn about our process!

Proud Memberships

All testimonials have been provided by current or past clients. No client received compensation for providing their testimonial. Prudent Financial Planning gained each client's permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.

Let’s Work Together

If you're interested in working with us feel free to reach out and/or schedule a free consultation today!