Flat Transparent Fees

Find the plan right for you

COMPREHENSIVE FINANCIAL PLANNING

$2,000 - $3,000*

Stop worrying about your financial life! 

 

Engage with a financial professional to receive the unbiased advice and guidance you need.  

 

This comprehensive plan includes, but is not limited to:

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  • Finding your 'Why?' exercises

    • Goal development

    • Financial Perspectives survey​

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  • Current state of finances analysis

    • Net Worth

    • Cash Flow

    • Emergency Fund

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  • Debt Management

    • Student Loans

    • Credit Cards

    • Auto Loans

    • Mortgage

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  • Investment Analysis

    • Risk Tolerance Profile​

    • Asset Allocation

    • Fee Analysis

    • Investor Behavior Education

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  • Retirement Planning

    • Probability of Success​

    • Social Security & Medicare

    • Plan Stress Testing

    • Detailed Cash Flow Projections

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  • Insurance Analysis

    • Life ​

    • Disability

    • Long-term Care

    • Property & Casualty

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  • Education Planning

    • College Funding Analysis​

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  • Tax Planning

    • Traditional vs Roth IRA Analysis​

    • Withdrawal Strategies

    • Upcoming Tax Return Projections

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  • Estate Planning

    • Checklist of Important Documents

    • Beneficiary Tracking

    • Estate Projection

    •  

  • Other Services

    • Major Purchase Advice

    • Employee Benefit Optimization

    • Budget Training

    • Credit Analysis ​​

 

*Fees may vary.  Contact Rooted Interest for a direct quote.  See ADV Part 2 for more details.

INVESTMENT MANAGEMENT

Annual Advisory Fee: 0.85% with a maximum of $3,900*

Investing can be scary and even dangerous if not done correctly.  A professional focused on evidence-based investing can help keep you on track for your goals. 

 

This plan includes:

 

  • Current portfolio review

  • Risk Tolerance Profiling

  • Investment fee analysis

  • Allocation recommendation & implementation support

  • Investment Policy Statement

  • Behavior control support

  • Annual review

  • Ongoing email support

 

*Does not include expense ratio and other investment fees.  Please review ADV Part 2 for more details.

PROJECT BASED/HOURLY

Starting at $150/engagement*

Even if you have your financial life in order, sometimes it is still useful to enlist an outside party for help.  

 

Services may include:

 

  • Detailed financial plan

  • Major purchase advice

  • Debt analysis

  • Portfolio review

  • Life event advice

 

 

*The scope and fee of the engagement are determined between adviser and client prior to the commencement of engagement.

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