More About Our Financial Plans

Initial Plan Development 

$1,500 WM* Clients / $2,500+ Consulting Clients
Subsequent years: $500 annually WM* Clients / $250 Hourly Consulting Clients

Video Meetings:

  • Complimentary Pre-Engagement Consultation (N/C)
  • 1-hour Financial Plan Document discussion 

Phone Calls or Email contact items:

  • Scheduling and Confirmations
  • CCF Client Invitations
    • CCF Client Connection Meetings
    • Dottie's Connect the Dots Vlog Postings
  • Financial Plan Data Sheets
  • Tax returns
  • Legal Documents
  • CCF Family Wealth Organizer System Cooperative
    • CCF Data input sheets
      • Family Tree
      • Legacy Letter
      • Emergency Contact Information

Mail or Email contact items:

  • Paperwork
    • Planning/Consulting Engagement Contract
    • Plan Delivery Documents
      • Personalized Plan Summary Video

Ongoing planning and subsequent years include:

Video Meetings:

  • Annual:
    • Plan Review Session 
  • As Warranted:
    • Plan Implementation Sessions
    • Investment Reviews

Phone Calls or Email contact items:

  • Scheduling and Confirmations
  • CCF Client Invitations
    • CCF Client Connection Meetings
    • Dottie's Connect the Dots Vlog Postings
  • CCF Family Wealth Organizer System Cooperative
    • Update and Postings to Client

*WM:  CCF named as primary advisor-of-record of client's investable assets (Note: if Consulting client becomes AUM client within 6 months of plan delivery, differential applied toward subsequent years' annual planning fees.)