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Additional Plans

Lite Plan

2-3 topic areas • 10-day project timeline • 3 month check-in

$499-799 ⓘ

This price range is based several factors including the complexity of your finances. Your financial advisor will determine the final amount after your free discovery call.

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The Lite Plan is designed with simple and straightforward questions in mind.

This plan may be a good fit for you if you're looking for a quick tuneup or some straightforward advice on a minimal amount of topics.

If you choose this plan, you'll receive a free initial discovery call to confirm that this fits the scope of your needs before officially committing.

Get Started

30- to 60-minute discovery call with a Certified Financial Planner®

Join Forces on Your Financial Strategy

10-day long project timeline

Analysis of your relevant financial documents

Two-hour session to go over your financial plan

Receive Ongoing Support

10 days of plan implementation support

Courtesy check-in three months later

Standard Plan

3-5 topic areas • 3-week project timeline • 3 and 6 month check-ins

$1199-1999 ⓘ

This price range is based several factors including the complexity of your finances. Your financial advisor will determine the final amount after your free discovery call.

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The Standard Plan provides answers for financial topics with a moderate level of complexity.

This plan may be a good fit for you if you have several topics to address, including topics that require more nuanced answers.

If you choose this plan, you'll receive a free initial discovery call to confirm that this fits the scope of your needs before officially committing.

Getting Started

30- to 60-minute discovery call with a Certified Financial Planner®

Designing Your Financial Strategy

Three-week long project timeline

Analysis of your relevant financial documents

Three to four hours of session to go over your financial plan and action items

Ongoing Support

20 days of email support for follow-up questions

Courtesy check-in three months later

Courtesy check-in six months later

Comprehensive Plan

5+ topic areas • 2 to 3 month project timeline • 6 and 12 month check-ins

$4499-5999 ⓘ

This price range is based several factors including the complexity of your finances. Your financial advisor will determine the final amount after your free discovery call.

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The Comprehensive Plan is designed to address a wide array of topics and complexity.

This plan may be a good fit for you if you have many topics you would like to address, in order to create an overarching and comprehensive plan over a longer period of time.

If you choose this plan, you'll receive a free initial discovery call to confirm that this fits the scope of your needs before officially committing.

Get Started

30- to 60-minute discovery call with a Certified Financial Planner®

Designing Your Financial Strategy

Two to three-month long project timeline

Analysis of your relevant financial documents

5 to 7 hours of session to go over your financial plan and action items

Up to 18 hours of research and analysis outside of live meetings

Receive Ongoing Support

30 days of plan implementation support

Courtesy check-in six months later

Courtesy check-in 12 months later

Discounted hourly rate or retainer for ongoing support if desired by client after engagement

Frequently Asked Questions

What is a fiduciary financial advisor?

A fiduciary financial advisor must place the client’s best interest above all else. For example, if there were two identical investments, but the second one paid advisors a commission at the expense of higher transaction costs to the client, a non-fiduciary advisor could recommend the second. In contrast, a fiduciary advisor is legally prohibited from prioritizing their profits in such a way. My Financial Counsel will only match you with independent, fiduciary advisors.

What is a fee-only financial advisor?

Fee-only financial advisors are registered, fiduciary investment advisors who only receive compensation from their client. They have fewer conflicts of interest because do not receive commission for financial products. My Financial Counsel believes fee-only advisors are the true fiduciary advisors in the industry, and as such only matches you with fee-only advisors.

On average, how much will it cost to hire a financial advisor?

The cost of a financial advisor depends greatly on the complexity and number of topics you want to address with the advisor. We have standardized the pricing, so you know what to expect when working with our advisors. For a quick financial tuneup or straightforward advice on 2-3 topics, the cost will be $499 - $799. For a more thorough financial review covering more topics or issues and requiring more nuanced analysis, the cost will be $1199 - $1999 (this is the most common). Finally, for those looking for a comprehensive review covering everything including tax issues, the cost will be $4,499 - $5,999

Do I have to shift my investments / assets to the advisor?
No. That’s the great thing about our network of advisors – they are flexible and will work with your preference. You have the choice of keeping your assets exactly where they are, or opt in for asset management service. Regardless of what you choose, your fiduciary advisor will prioritize your preferences and best interests.
How do I know if a financial advisor is right for me?
You may want a financial advisor if you’re undergoing or planning a big life change, such as having a baby, buying a house, taking care of aging parents, or starting a business. Having a professional build a comprehensive financial plan for you may help you lay future plans if you’re busy or want a professional opinion.
How does My Financial Counsel get paid?
Minimizing conflict of interest is of the utmost importance to us. Unlike many other advisor search platforms, we don’t do profit sharing or fees per lead. Instead, we charge vetted advisors a flat subscription fee to join our network. That allows us to truly focus on helping clients through the search process, without pressuring a match if it’s not the right fit.