Pricing Guide
At Integrated Financial Partners, it is our priority to provide clients with high-quality service without the added-in confusion of cost. While exact costs are dependent on the client's situation, below is the laid out general pricing of our services for your understanding.
Complimentary Due Diligence and Consultation
Our first complimentary meeting will be all about fact-finding and discussing your short and long-term goals. The following meeting will also be free of charge and will entail going over a personal report of your current situation, problem areas, and possible solutions.
Cost: Free!
The Financial Plan
Financial plans are crucial in analyzing your current financial situation in order to help our team provide you with insights as to how to reach your personal goals. Our tailored, comprehensive plans are carefully constructed to maximize your ability to find financial freedom.
Cost: A flat fee determined by the complexity of your scenario that affords you the comprehensive plan and one year of service
Ongoing Financial Planning
After developing your personal game plan, we will continue to walk with you and guide you towards accomplishing your goals. We understand that life is rarely predictable, and that is why we provide you with a flexible financial plan that can be updated to keep you on target.
Cost: Every 3 years, depending on the complexity of your scenario
Managing Investments
Integrated Financial Partners oversees an array of diversified investment portfolios. Our investments can accommodate your specific goals, budget, and comfort level.
Cost: Annual percentage fee based off of value of investment accounts