Financial Planning

Where exactly do you want to go?

This simple question sparks a powerful journey of reflection—uncovering your dreams, values, and aspirations. With expert guidance, we transform that vision into a personalized strategic plan. It becomes the foundation for your financial strategy, providing clarity and structure for every decision you make.

Our plan brings together the combined expertise of wealth managers, accountants, and estate attorneys—all aligned around your goals. Once it’s in place, and we’re guiding you through every step, you’ll feel the pressure lift.

As your life evolves, so does our support. While your needs may change, the structure, clarity, and confidence we provide remain constant. That’s what real wealth management looks like.

schedule a call with one of our advisors

Echo Dashboard

A Clear, Unified View of Your Finances

Sound advice starts with a full understanding of your financial life. That’s why we created the Echo Dashboard—a powerful tool that brings everything together in one place. From investments to cash flow, it gives you and your advisor a complete, real-time view of where you are and where you're headed.

Financial Planning Fees Made Simple

We charge a flat fee for financial planning service—typically between $2,500 and $5,000 in the first year, depending on your needs and the complexity of your situation. We’ll provide the quote after the complimentary FIT meeting. You'll always know the cost up front—no surprises.

We ask for payment when you begin your planning engagement. For younger clients (in their 20s and 30s), we offer flexible payment options, including monthly or quarterly installments.

Ongoing Support, Flexible Pricing

Planning is an ongoing process. Your annual planning fee includes access to your Echo Dashboard and proactive advice throughout the year.

For the full delegators, All-in-One Wealth Management is the right model for you as you will use our investment management service in addition to financial planning, your planning fee may be reduced by 30% to 50% after the first year—and in many cases, we’ll waive it entirely when your household’s assets under management exceeds $3 million.

Project-Based Financial Planning: If you prefer to manage your own investments and implement recommendations, our Project-Based Financial Planning services provide you with personalized financial strategies designed to secure your financial freedom with complimentary 60-day implementation support following project completion. Services typically ranging from $3,500 to $11,500, depending on the complexity of your situation and hours needed. Optional hourly support is available following complimentary 60-day implementation support period at these rates:

$350/hour Senior Wealth Manager
$250/hour Wealth Manager
$150/hour Associate Wealth Manager

Client Onboarding Roadmap

Let's Start a Dialogue

Managing your wealth is a very personal subject,
one we should discuss in a more personal setting.
Your time is valuable.

Before you visit our office in Plymouth, please schedule this complimentary 30 minutes Discovery Call (Zoom Video) with a member of our team to share your financial planning needs. Our team member will let you know if you should schedule a 60 Minute FIT Meeting with Echo.