Friedenthal Financial’s unique Fee-Only Financial Planning service is designed to provide advanced planning for individuals and families on an ongoing basis. While a single plan can be valuable, your plan should evolve with you as your life changes. From young families starting out, to the retiree with accumulated wealth and estate planning goals, Friedenthal Financial will be your guide through these complex topics. Each Financial Planning package is designed to be an affordable annual engagement and does not require that you engage our Asset Management Services.

BRONZE

$49/month

The Bronze level is an introductory package designed for the young family or client that wants a set of tools to take control of their financial life, at a low cost. This package gives you the tools to get organized, monitor your financial life, and understand your Risk Tolerance with access to a team of Professionals.

SILVER

$99/month

The Silver level is designed to provide a true Financial Plan, focusing on retirement goals and estimating the probability of success. Families planning to save for their children’s education and balance retirement planning get a personalized analysis that is revisited regularly.

GOLD

$149/month

For the client with more advanced planning needs, the Gold level gives more detailed insight and planning. Services such as Asset Location, Options, and Pension Analysis give you the confidence you need when making important financial decisions.

PLATINUM

$249/month

The Platinum package is designed for the individual or family with more advanced planning needs, and on-demand access to a team of Fiduciary Professionals . This package includes all of the services available in our planning system, as well as coordinated conversations with other financial professionals (Attorney, CPA, etc.) to facilitate a complete planning experience.

BRONZE

SILVER

GOLD

PLATINUM

Monthly Cost

$49

$99

$149

$249

Initial Setup Cost

$300

$850

$1750

$2650

Meeting Frequency

Annual

Semi-Annual

Quarterly

On-Demand

Portfolio Management Discount

5%

10%

20%

401k/403b Allocation1

Asset Location Analysis

Debt Management

Employee Benefit options analysis

Insurance/Annuity Analysis & Needs Assessment

Budgeting

Business Retirement Plan Analysis

Interfacing with other professionals (CPA, Atty)

On demand financial consulting & advice

Tolerisk (Risk Tolerance Assessment)

eMoney Planning Portal

401k/403b Allocation1

Education Savings

Retirement Needs and Goal Analysis

Roth Conversation Analysis

Asset Location Analysis

Pension and Social Security Analysis

Personal Balance Sheet and Cash Flow Analysis

Debt Management

Employee Benefit options analysis

Insurance/Annuity Analysis & Needs Assessment

Estate Planning Analysis

Budgeting

Business Retirement Plan Analysis

Interfacing with other professionals (CPA, Atty)

On demand financial consulting & advice

For more information about these packages, please reach out to us.  A la carte options are available as well.

1. The Bronze Package includes one 401k/403b Allocation per contract year.