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Financial Planning Service Options
Our services are rendered for one transparent, flat fee. We are free of conflicts of interest and will never
sell you anything; all of our advice and recommendations to you are in your best interest, always.
1
Financial Advice
Hourly Advising
$300/hour
A three hour minimum applies.
Includes project-based financial advice on one or two topics, such as creating a debt management plan or simple retirement analysis. Fees are billed per quarter hour once the minimum is met.​​​
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​​​​Includes:
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Cash accounts review
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Cash flow analysis
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Emergency fund analysis
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Financial advice on one or two specific top of mind money matters, e.g.​​
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Home buying​
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Initial retirement check-up
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Debt management
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Open Enrollment preparation
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Equity compensation decisions
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2
Financial Check Up
One-Time Financial Plan
$2,000-$8,000 per plan*
$500 initial fee and five monthly payments.
Over the course of 6 months, we will build a comprehensive financial plan that optimizes each aspect of your financial life and teaches you the best practices for your unique situation. ​​
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Includes:
Everything from Financial Advice plus
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Financial literacy & education
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Goal identification & prioritization for all life goals, e.g.
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Home buying​
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Taking a career break or sabbatical
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Growing a family
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Charitable giving
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Debt management planning, e.g.
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Consumer debt
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Student loans
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Employee benefits optimization
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Equity compensation​ planning
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Retirement planning
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FI/RE
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Investment planning
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Tax planning
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Insurance planning
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Education planning
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Estate planning
*Fee calculated based on complexity.
3
Financial Planning
Ongoing Planning
$200-$500 per month*
Billed monthly or quarterly.
For clients who have already created an initial One-Time Plan, we can continue to work together to strengthen your financial knowledge, habits and decision-making in support of your long-term financial success.
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Includes:​
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Plan implementation assistance and consistent accountability
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Unlimited communication with your advisor and regular plan updates
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Pre-scheduled quarterly review meetings
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Support from your advisor to address federal and state legislation changes
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Money mindset behavior coaching
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Open Enrollment assistance
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Tax efficiency planning
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Decision-making support for vesting equity comp shares (ISOs, RSUs, NSOs, ESPP)
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Credit card rewards points hacking
*Fee calculated based on complexity.
Estimated client fees are based on complexity, and will be calculated and presented during the introductory meeting process. Sage Financial Planning, LLC retains the discretion to negotiate alternative fees on a client-by-client basis based on the expected complexity of the client situation and estimated time required to complete the project scope and/or plan.
Income level, net worth, dependent status, property ownership, equity compensation awards and other miscellaneous complexities such as business ownership and trust ownership are factors that will impact the applicable planning fee.