Ongoing Services: $6,400 per year
Our preferred approach to financial planning isn’t transactional; it’s a year-long commitment to helping you navigate life’s complexities with clarity and confidence. With a flat annual fee, you’ll receive tailored, ongoing support that includes:
- Regular Diagnostic Checks: Think of these as financial tune-ups, ensuring your plan stays aligned with your goals and life changes throughout the year. We'll send these to you monthly or at your preferred cadence.
- Deep Dives into Key Areas: Each spring, we’ll take a detailed look at your tax situation, identifying strategies to minimize your liabilities and maximize your opportunities. In the fall, we’ll review your insurance and benefits to ensure you’re optimizing coverage and taking full advantage of employer offerings. Up to an hour online via Zoom or Google Meet should do the trick.
- Annual Comprehensive Review: On your client anniversary—or a date that works best for you—we’ll meet for a full-length, holistic review of your entire financial picture. This is our chance to revisit your goals, address any new challenges, and fine-tune your strategies for the year ahead. Keep about two hours blocked off on your calendar for this fiscally responsible fiesta!
12 Check-ups, 2 Deep Dives and an Annual Review means that someone at Campus Financial Partners will be pouring over your financial details so you don't have to. One of our tech partners, Knudge, even gives you a backstage pass to your private and secure administrative actions if you decide to opt in!
This structured, transparent and adaptable cadence allows us to provide the proactive, personalized guidance you deserve, ensuring that every decision we make together supports your long-term success. With this flat, transparent pricing, you can focus on what matters most: building a financial foundation that supports your life’s work, values, and aspirations.
In addition to Ongoing Services we offer the following upon request: Tax preparation services starting at $399, project based planning at $320/hr and investment management for those with at least $640K in investable assets. We're always happy to discuss which service is best for you.