FINANCIAL PLANNING

Financial Planning Program Overview

Our Financial Planning Program is designed for clients in the accumulation phase with investable assets (outside of company retirement plans) below $1,000,000. This service begins with the construction of a personalized written financial plan. Your fixed plan fee is based on the complexity of your financial situation and ranges from $5,000-20,000. 1/2 of the fee is due upon signing our agreement, while the remaining 1/2 is due upon the completion and delivery of your completed financial plan.

Apply to Become a Client of Rapport Financial

Once you’ve received your written financial plan, you can continue working with us to implement the recommendations and monitor and manage your finances in an ongoing manner. For this ongoing Financial Planning Service, we charge a fixed monthly fee ranging from $500-$2,000/month based on the complexity of your financial situation.

For more information on these services, please visit our Financial Planning Service Brochure.

Ongoing Financial Planning Service Clients Receive:

- Discretionary Investment Management
- 60-minute follow-up meetings every 4-6 months
- Development of Investment Policy Statement
- Annual Review Meeting
- Recommendations in the following areas: Cash Flow Planning, Debt Repayment, Business Planning, Asset Allocation, Asset Management, Cash Management, Retirement Planning, Benefits Optimization, Stock Options Planning, Insurance Planning, Estate and Tax Planning.
- A CERTIFIED FINANCIAL PLANNER PROFESSIONAL, CFP® who you can reach out to via email
  any time as your situation changes, and to validate good financial decisions.
- Access to our external team of seasoned experts in: Estate Planning, Tax, Insurance, Real Estate, Lending, Banking, Philanthropic Giving.
- Client Performance Reporting Portal with Mobile App
- State of The Art Financial Planning Portal
- Quarterly Performance Reports