Q. Who’s it for?
A. You want an on-going, pro-active relationship with your financial planner that starts with a comprehensive financial plan, and includes regularly scheduled meetings to keep you on track; plus unlimited emails & calls between meetings.
What's Included?
Comprehensive financial plan
At least two in-person meetings to start our relationship
Regular six-month review meeting
Workplace Open Enrollment Advice
Personal Financial Website
Referrals to other professionals within our extensive network
Advice on investment allocation on all investment accounts
Unlimited emails/calls
Secure Cloud File Storage
PRICING
$300 - $700 per month
(depending on complexity)
The above fee schedule applies to new clients of Breakwater Financial, LLC and is subject to negotiation.