Comprehensive Financial Planning
Involves More Than Just Smart Investments
Our financial planning services will help you prepare for expenses - both expected and unexpected – so you can minimize their day-to-day impact on you and your family. In addition to the following services, our online client portal offers budgeting resources and tools to proactively manage your finances.
What About the Cost?
Here’s what you can expect:
At Meridian Investments, we charge $4,000 for a comprehensive financial plan, which includes identifying the most important issues that need to be addressed to maximize assets, and reduce risks and taxes. $2,000 is due before we begin and $2,000 is due upon completion. Any additional issues beyond this scope will have a charge of $500 per hour.
Ongoing fees are charged according to our wealth management fee schedule listed on our Form ADV.
Begin With a Consultation