Choose Your Plan

1%

managed investments

Wealth Management

Financial Planning & Investment Management

  • Fees begin at 1% of investments managed and tier lower. 

  • Custom portfolios tailored to you

  • Monitor, review, and re-balance 

  • Comprehensive financial planning

  • Goal prioritization and  implementation

  • Minimum of $250K in investments

  • Cancel anytime

$200 - $400

monthly

Financial Planning

Ongoing Financial Planning 

  • Fees range from $200-$400 a month (based on complexity)

  • One-time initial fee of $500

  • Comprehensive financial planning

  • Goal prioritization and implementation

  • Investment advisement (client responsible for providing statements and implementing)

  • Cancel anytime

$500

one-time fee

Quickstart

Are we on the right track?

  • $500 one-time fee

  • Review of top 2-3 planning areas

  • Explore additional financial low- hanging fruit for immediate benefit

  • A series of two virtual meetings

  • Written recommendations

All plans involve working one-on-one with a CERTIFIED FINANCIAL PLANNER™

 

Need more details? Contact us

We are here to assist. Contact us by phone, email or schedule a call on our calendar.

Are We on track?

Click on our free retirement or goal planning calculator to see how you are doing.  Let us know if you have any questions.    

GuidePoint Financial Planning

12020 Sunrise Valley Drive

Suite 100

Reston, Va. 20191

(703) 489-8925

© 2020 GuidePoint Financial Planning. All Rights Reserved.