Broker Check

Financial Planning

Foundation Plan:

Foundation Plan:



This plan is ideal for those just beginning their financial journey.


  • Analysis of Current Financial Situationss
  • Development of Goals
  • Cash Flow Analysis
  • Investment Portfolio Analysis & Asset Allocationg
  • Retirement Account Contributions Review
  • Retirement Planning Analysis
  • Employee Benefit Evaluation










$2,050

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Standard Plan:

Standard Plan:

This plan is a great match for almost anyone looking to formulate strategies to pursue their goals. This is our most popular plan and can accommodate mid-career professionals all the way to retirees.


  • Includes everything from Foundations PLUS:
  • Education Planning and Analysis
  • Insurance Planning and Analysis
  • Debt Strategies (student loans, mortgages, etc.)
  • Custodial Account Analysis
  • Year-End Tax Planning for Tax Loss Harvesting
  • Estate Planning Review
  • Charitable Gift Planning
  • Budget Planning and Analysis


$4,500

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Comprehensive Plan:

Comprehensive Plan:

This plan is our most extensive and matches well with individuals and families with more complex situations who also want full concierge service.


  • Everything from Foundation and Standard PLUS:
  • Quarterly meetings for no additional fee
  • Stock Options Strategy and Optimization (RSUs, ISOs, NSUs)
  • Concentrated Stock Strategies
  • Alternative Investment Strategies (hedge funds, private equity, etc.)
  • Roth IRA Conversion Analysis
  • Philanthropic Strategies (DAF, CRUT, Foundation, etc.)
  • Full Estate Planning Review and Discussion with EP Lawyers
  • Tax Meeting with Accountant

$6,500

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All plans come with:
Annual comprehensive meetings (or Semiannual, Quarterly, for an additional fee)
Actionable steps with timelines
Personalized website with interactive tools

Payment plans with monthly subscriptions can be discussed on a case-by-case basis

If you are not ready for a financial plan but still need some assistance, we also offer a la carte services, which can be found below.

Years of experience have prepared us to guide you through your life transitions.

Individual Goal Planning A la Carte Services:

  • Budget Planning & Counseling
  • Portfolio Review and asset allocation
  • Insurance Assessment
  • Etc.



$450/hour

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Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kimberly.herman@lpl.com  |  (301) 986-1440

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