Fees & Pricing
At Future-Focused Wealth, we believe in transparent, client-first pricing with no hidden costs. Our services are designed to provide clear value and tailored financial guidance at every stage of your journey.
Student Loan & College Planning Services
Student Loan Consultation
💰 Fee: $250 (One-Time)
Who It’s For:
✔ Recent graduates or professionals navigating loan repayment.
✔ Individuals unsure about refinancing, repayment strategies, or tax impacts.
What’s Included:
✔ One-hour consultation tailored to your student loan situation.
✔ An actionable repayment strategy with step-by-step guidance.
✔ A review of repayment plans, refinancing options, and financial trade-offs.
🔹 What You Can Expect: Clear, concise advice customized to your financial situation.
🔹 What We Expect From You: Provide details of all student loans, including balances, interest rates, and repayment terms.
Student Loan Plan
💰 Fee: $1,500 (One-Time)
Who It’s For:
✔ Clients with multiple loans or complex repayment challenges.
✔ Individuals balancing loan repayment with other financial goals.
What’s Included:
✔ Comprehensive loan review and optimization strategy.
✔ Detailed repayment plan, including refinancing and tax-efficient strategies.
✔ Guidance on balancing debt repayment with other savings goals.
Schedule Your Student Loan Strategy Session →
College Funding Plan
💰 Fee: $1,500 (One-Time)
Who It’s For:
✔ Families planning for their child’s education.
✔ Parents balancing college savings with retirement planning.
What’s Included:
✔ Assessment of current savings and future college costs.
✔ Recommendations for 529 plans and other tax-advantaged accounts.
✔ Exploration of financial aid, scholarships, and grants.
Start Your College Funding Plan →
Comprehensive Financial Planning
Basic Financial Plan
💰 Fee: $3,500 (One-Time)
Who It’s For:
✔ Individuals just starting their financial journey.
✔ Clients seeking actionable guidance without ongoing management.
What’s Included:
✔ Budgeting and cash flow analysis.
✔ Retirement savings recommendations.
✔ Insurance review (life, health, and disability).
Comprehensive Financial Plan
💰 Fee: $5,000 (One-Time)
Who It’s For:
✔ Individuals or families managing multiple financial goals.
✔ Clients seeking in-depth, customized financial planning.
What’s Included:
✔ Holistic retirement, investment, and tax planning.
✔ Debt management and college savings strategies.
✔ Ongoing check-ins for plan updates.
Build Your Financial Roadmap →
Advanced Planning for Executives
💰 Fee: $7,500 (One-Time)
Who It’s For:
✔ Executives or high-income earners with complex compensation packages.
✔ Clients seeking advanced tax and estate planning strategies.
What’s Included:
✔ Investment and wealth management strategies.
✔ RSU/ESPP optimization and tax efficiency planning.
✔ Business succession or estate planning guidance.
Schedule an Executive Planning Session →
Investment Management (AUM-Based Fees)
💰 Fee Structure:
- $0 - $1M: 1.00%
- $1M - $2M: 0.85%
- $2M - $5M: 0.75%
- $5M+: 0.50%
What’s Included:
✔ Ongoing financial planning and portfolio management.
✔ Quarterly reviews and optimization.
✔ Access to tax-efficient strategies and investment opportunities.
Explore Investment Management Services →
Need Help Choosing the Right Plan?
Book a free consultation to discuss your financial needs and find the best pricing option for you.
