More About Our Financial Plans


10-week initial plan development timetable includes:


Video Meetings:

  • Complimentary Pre-Engagement Consultation (N/C)
  • 1-hour Initial Planning Session (with financial planner)
  • 30-minute Personal Spending Plan Session
  • 30-minute Goal Setting Session
  • 30-minute Risk Assessment Session (with financial planner)
  • 15-45-minute Data Verification Session
  • 1-hour Financial Plan Document discussion (with financial planner)

Phone Calls or Email contact items:

  • Scheduling and Confirmations
  • FCF Client Invitations
    • FCF Client Connection Meetings
    • Dr. Bob’s 2nd Opinion Vlog Postings
    • Dottie’s Connect the Dots Vlog Postings
  • Financial Plan Data Sheets
  • Tax returns
  • Legal Documents
  • FCF Family Wealth Organizer System Cooperative
    • FCF Data input sheets
      • Family Tree
      • Legacy Letter
      • Emergency Contact Information

Mail or Email contact items:

  • Paperwork
    • Planning/Consulting Engagement Contract
    • Plan Delivery Documents
      • Personalized Plan Summary Video

Ongoing planning and subsequent years include:


Video Meetings:

  • Annual:
    • Plan Review Session (with financial planner)
  • As Warranted:
    • Plan Implementation Sessions, (with financial planner)
    • Investment Reviews,

Phone Calls or Email contact items:

  • Scheduling and Confirmations
  • FCF Client Invitations
    • FCF Client Connection Meetings
    • Dr. Bob’s 2nd Opinion Vlog Postings
    • Dottie’s Connect the Dots Vlog Postings
  • FCF Family Wealth Organizer System Cooperative
    • Update and Postings to Client

Initial Plan Development:


$1,200 WM* Clients / $2,500+ Consulting Clients
Subsequent years: $325 annually WM* Clients / $250 Hourly Consulting Clients

30-Day** Expedited Process(Limited Availability):


$3,500 WM* Clients / $5,000 Consulting Clients

  • Complete planning process within condensed timeframe
  • All sessions will be scheduled upon engagement
  • Communication and interaction commitment required

*WM:  FCF named as primary advisor-of-record of client’s investable assets (Note: if Consulting Client becomes AUM client within 6 months of plan delivery, differential applied toward subsequent years annual planning fees.)

**30-Day Timeframe dependent upon input data fulfillment and adherence to scheduling.