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Financial Services and Fees

green and blue chemistry background

Financial Services
and Fees

Comprehensive Financial Planning: $1,000/mo. for 4 months

Comprehensive Financial Planning: $1,000/mo. for 4 months

Comprehensive Financial Planning assesses your entire financial situation, identifies potential areas of improvement, and places you on a better path to reach your goals. We’ll help you invest tax-efficiently and take full advantage of your opportunities. Financial planning isn’t just about managing investments. In fact, we often find the greatest opportunities in Taxes and Employee Benefits. Comprehensive financial planning covers: risk management, cash flow, debt management, investments, education funding, taxes, retirement, estate planning, lifestyle decisions, and more.

Scientific Financial’s financial planning process includes several face-to-face or virtual meetings over a 4-month period. You’ll receive a summary report, specific investment recommendations, an action list organized by date, and ongoing access to Money financial planning software to track your progress. There’s no ongoing commitment, and we won’t ask you to hand over control of your investments. We want to teach and empower you. After engaging in financial planning, you’ll understand what you should be doing and most importantly why. No question goes unanswered.

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 4 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 4-month engagement ends.

Hourly & Custom Projects: $200/hr or agreed upon project price

Financial Checkup: $300

90-minute meeting exploring your financial picture, finding opportunities for improvement, and/or answering your questions.

Email to get started or schedule a free pre-engagement meeting to learn more.

Free Seminars, Q/A Sessions

Scientific Financial offers free monthly seminars and investing/personal finance Q/A sessions. Bring your own questions or just listen to what other Dow employees and scientists are asking. Soak up the knowledge and slowly begin to master personal finance. These sessions are a great opportunity to increase your financial awareness and discover your financial blind spots.

Scientific Financial’s mission is to make a positive impact on the lives of families. These free group offerings provide us the opportunity to teach and help families at scale. It also allows us to show the impact of financial planning and highlight opportunities that many families are overlooking. We want you to work smarter, not harder.

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Scientific Financial is not endorsed by nor affiliated with Dow.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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