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

  • Coffee Date (in person or video) N/C 
  • Scheduling and Confirmations
  • CCF Client Invitations
  • CCF Client Connection Meetings
  • Financial Plan Data Sheets
  • Tax Return Review
  • Legal Document Review
  • Annual Beneficiary Review
  • Personalized Plan Summary Video

*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.)