Comprehensive Financial Planning: $2,000/mo. for 3 months
(Optional) Ongoing Support and Maintenance: $65/mo.
After completing the initial planning process, you are eligible for our Ongoing Support and Maintenance program. This provides you ongoing access to eMoney and/or Income Lab software, unlimited email support and two hours per year of 1-on-1 meetings where we review goal progress, investments, retirement allocations, explore new scenarios, and answer any financial questions. Ongoing Support and Maintenance members are entitled to a 20% discount on future engagements.
The program is designed to ensure you stay on track to meet your lifetime goals. We’ll be there each step of the journey.
Financial Planning Case Studies
43/40 Couple with 3 Kids (39 min)
62/60 Pre-Retiree Couple (47 min)
| 1 | Free Pre-Engagement Mtg | (30 min) Discuss project, scope, expectations, etc. |
| 2 | Contract | Sign contract and make first monthly payment. |
| 3 | Upload Documents | Upload financial documents to eMoney vault. These documents communicate your financial picture and highlight opportunities for improvement. |
| 4 | Schedule Meetings | Scientific Financial will provide links for you to schedule the 3 primary meetings. |
| 5 | Discovery | (60 min) Get to know your situation, values, and goals. |
| 6 | Clarification & Possibilities | (60 min) Ask clarifying questions, fill in the gaps, explore possibilities and desires. |
| 7 | Delivery | (120 min) Present the plan and recommendations. Answer all questions. |
| 8 | Follow Up | (30 min) Discuss progress of action items, address additional questions, etc. |
| 9 | Additional Follow Ups | (30 min) Scheduled as needed until 3-month engagement ends. |
| 10 | Next Steps | Decide whether to join the Ongoing Support and Maintenance Program. |
Hourly & Custom Projects: $300/hr or agreed upon project price
