Solutions

Services

Personal financial planning Goal setting and prioritization Retirement planning Asset allocation Investment selection 401(k), 403(b), and 457 plan advice Cash flow counseling

Financial check-ups Second opinions Decision-making Budgeting College planning Insurance planning And much more…

Hourly, As-Needed
Swan Financial Planning provides financial planning and advice on an hourly, as-needed basis.  Fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance (if appropriate).  There are no long-term commitments or minimum requirements.  The current hourly rate is $180.

Annual Retainer
Clients seeking ongoing access to advisory services without the need to re-engage Swan Financial Planning periodically and without additional regard for billable hours may receive services on a fixed retainer basis. A flat fee amount is established prior to engagement that will cover one year of ongoing access to advisory services that is based on anticipated resource involvement, expertise required, and the needs of the client.

Annual Maintenance Program
Clients that are currently following a long-term, goal-based financial plan may elect to participate in Swan Financial Planning's Annual Maintenance Program, which includes all of the following services and benefits for a fixed, annual fee of $600:

• An annual financial check-up and review of your goals, financial plan, investments, and future assumptions, including an in-person consultation with written recommendations.
• One additional office or telephone consultation, up to 30-minutes, each year.
• Answers to questions submitted by e-mail that don’t require new analysis or additional research.
• 15% discount to current hourly rates for all other services

Gift Certificates
Swan Financial Planning also offers gift certificates.  Financial planning gift certificates make wonderful gifts for graduations, weddings, new baby or other special occasions.

Group Discounts
Group discounts may also be arranged for businesses, clubs and other organizations.  Please contact Dylan Ross directly about group discount information.