Financial Planning Services
Comprehensive planning is foundational to reaching the summit in your financial journey. Too often people fall short of achieving their financial goals through poorly constructed financial plans, or worse, no plan at all.
When you work with a Summit advisor, there is an entire team of financial planning professionals who understand your unique financial situation and consider all aspects when developing your plan.
Our planning, backed by meticulous research, uses a hybrid approach that combines the industry’s highest quality software with the experience and discretion of the planning team. This means we are positioned to offer more comprehensive and complex plans so you can make life’s most critical financial decisions with confidence.
This is a great start for someone who is looking for guidance on how to start their financial journey, such as a recent college graduate or a young professional. This plan can include up to 3 of the following goals:
One-time fee: $500 (average)
This is a favorable option for someone who may have started saving and is looking for guidance on how to invest more intuitively and have their money working harder for them, such as newlyweds or young professionals. This plan can include up to 4 goals.
Common Goals (Includes options in Base Camp plus any of the following):
One-time fee: $1,500 (average)
This comprehensive plan with simple to moderate complexity gives an in-depth look at all areas of your financial life and would be great for business owners, families, or those further along in their financial journey.
Common Goals (Includes options in Trailhead plus the following):
One-time fee: $3,000 (average)
More established business owners or executives are an ideal fit for this comprehensive plan which offers a higher degree of complexity.
Common Goals (Includes options in Excursion plus the following):
Plans start at $5,000
This service is offered as an individual plan and in conjunction with one of the other Summit financial plans. For the maximum value, pair this with the Excursion or Mount Everest. Enhanced tax planning provides tax scenarios to help with financial decisions and is ideal for determining the tax impact of employer stock options, different saving strategies, or those considering a major financial decision such as selling a home.
One-time fee: $600 (average)
For an annual fee, ongoing financial planning could include:
Annual fee: Varies
If you are new to Summit, we would welcome the chance to work with you. Here's how to get started: