Financial Services and Fees

Want to better understand investing/personal finance? Join the Family Subscription today!
Ready to get your financial affairs in order? Review our Personalized Services.

Family Subscription – $49/mo.

  • Invite to Monthly Event
    • Educational Seminar
    • AMA (Ask Me Anything) Session
  • Financial Planning Software
  • $400/yr Credit on Personalized Services

Cancel anytime.

Personalized Services

Projects (one-time, on-demand)

Financial planning assesses your entire financial situation and identifies potential areas of improvement. We’ll help you invest tax-efficiently with a professional portfolio, take full advantage of your opportunities, and manage risk appropriately.

Not sure you’re doing the right things? Investing seem complicated? After engaging in financial planning, you’ll understand what you should be doing and most importantly why. No question goes unanswered.

Financial planning includes several face-to-face or virtual meetings. You’ll also receive a summary report, specific investment recommendations, an action list organized by date, and ongoing access to eMoney financial planning software to track your progress.

*Financial Planning for Pre-Retirees: $4500 (includes additional info on Retirement Transition, Healthcare Marketplace, Medicare, Social Security, Estate Planning)

Financial Plan Process

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

All Personalized Services include a free pre-engagement meeting to discuss scope and expectations. There is no charge and no requirement to proceed.

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

Want to better understand investing/personal finance? Join the Family Subscription!

Ready to get your financial affairs in order? Review our Personalized Services.

Family Subscription $49/mo.

  • Invite to Monthly Event
    • Educational Seminar
    • AMA (Ask Me Anything) Session
  • Financial Planning Software
  • $400/yr Credit on Personalized Services

Cancel anytime.

Personalized Services

Projects (one-time, on-demand)

Financial planning assesses your entire financial situation and identifies potential areas of improvement. We’ll help you invest tax-efficiently with a professional portfolio, take full advantage of your opportunities, and manage risk appropriately.

Not sure you’re doing the right things? Investing seem complicated? After engaging in financial planning, you’ll understand what you should be doing and most importantly why. No question goes unanswered.

Financial planning includes several face-to-face or virtual meetings. You’ll also receive a summary report, specific investment recommendations, an action list organized by date, and ongoing access to eMoney financial planning software to track your progress.

*Financial Plans for Pre-Retirees: $4500 (includes additional info on Retirement Transition, Healthcare Marketplace, Medicare, Social Security, Estate Planning)

Financial Plan Process

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

All Personalized Services include a free pre-engagement meeting to discuss scope and expectations. There is no charge and no requirement to proceed.

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

What about Investment Management?

Most people don’t need investment management in today’s environment. There is no “secret sauce”, and computers are now widespread. Through financial planning or a short hourly engagement Scientific Financial provides clear instructions on how to rebuild your portfolio with specific funds. We even show you how to maintain it yourself with minimal effort (≈1 hr/yr).

For a $500k managed portfolio

What about
Investment Management?

Most people don’t need investment management in today’s environment. There is no “secret sauce”, and computers are now widespread. Through financial planning or a short hourly engagement Scientific Financial provides clear instructions on how to rebuild your portfolio with specific funds. We even show you how to maintain it yourself with minimal effort (≈1 hr/yr).

For a $500k managed portfolio

Sign up to receive SF Tidbits, free promos, and a complementary Family Subscription event invite

Sign up to receive SF Tidbits, free promos, and a complementary Family Subscription event invite

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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