What We Charge
Choose from 4 fee-only service options
Callahan Financial Planning Company is not compensated to make recommendations by any other financial institution. This is what it means to be a fee-only fiduciary.
We Provide:
- No sales commissions
- Fee-only fiduciaries
- Objective, independent advice
- A dedicated team of Certified Financial Planner™ professionals
- Education, collaboration, and partnership
- A team that ensures action and follow-through
- Peace of mind and confidence
- Clarity in decision-making
- Reassurance all necessary steps are being taken
Services
Service/Feature
Basic
Planning
Targeted
Planning
Comprehensive
Planning
Comprehensive Plus Planning
Full access to a team of caring, local professionals
Customized planning for your entire situation
Confidence your situation is being looked after
Guidance with financial decision-making
Provide confidence and peace of mind
Meetings available in-office or online
Comprehensive view of financial situation online anytime
Facilitate discovery of your goals
Outline your planning objectives
Comprehensive inventory of your resources
Identify safe spending
Find how soon you can retire
Determine optimal Social Security collection age
Prepare a retirement income plan
Strategy for funding retirement medical costs
Roth IRA conversion analysis
Analyze your current portfolio risk; opportunities
Build a custom portfolio for your personal situation
Develop individual/family investment policy
Guidance with independent investment research
Access to low cost institutional investments
Propose and manage investment portfolio day-to-day
Hedge or mitigate concentrated stock position(s)
Stock options timing and risk management
Guidance on real estate investments (including profitability analysis)
Hedge fund and alternative investments
Review your tax rates for opportunities
Audit your income tax return
Prepare your income tax return
Recommend investment account changes for tax efficiency
Year-by-year plan to minimize future income tax rates
Research and manage investment cost basis
Share projections and audit results with your tax preparer
Identify your current insurance needs
Review current coverage and recommend changes
Plan for health insurance in retirement
Plan for long-term care needs in retirement
Identify optimal cash levels
Fund large expenses
Provide income and expense plan
Review beneficiary designations
Plan for giving to family or charities
Recommendations on will(s), trust(s), POAs
Minimum investment assets
none
$300,000
$750,000
$500,000
Service/Feature
Basic
Planning
Targeted
Planning
Comprehensive
Planning
Comprehensive Plus Planning
Pricing
Hourly
$250
typically 10-30 hours
Rate
0.30 - 1.55%
year of investments
Rate
0.30 - 1.00%
year of investments
Rate
0.55 - 1.55%
year of investments
Basic Planning
Targeted Planning
Comprehensive Planning
Comprehensive Plus Planning
-
Full access to a team of caring, local professionals
Customized planning for your entire situation
Confidence your situation is being looked after
Guidance with financial decision-making
Provide confidence and peace of mind
Meetings available in-office or online
Comprehensive view of financial situation online anytime
Facilitate discovery of your goals
Outline your planning objectives
Comprehensive inventory of your resources
Identify safe spending
Find how soon you can retire
Determine optimal Social Security collection age
Prepare a retirement income plan
Strategy for funding retirement medical costs
Roth IRA conversion analysis
Analyze your current portfolio risk; opportunities
Build a custom portfolio for your personal situation
Develop individual/family investment policy
Guidance with independent investment research
Access to low cost institutional investments
Propose and manage investment portfolio day-to-day
Hedge or mitigate concentrated stock position(s)
Stock options timing and risk management
Guidance on real estate investments (including profitability analysis)
Hedge fund and alternative investments
Review your tax rates for opportunities
Audit your income tax return
Prepare your income tax return
Recommend investment account changes for tax efficiency
Year-by-year plan to minimize future income tax rates
Research and manage investment cost basis
Share projections and audit results with your tax preparer
Identify your current insurance needs
Review current coverage and recommend changes
Plan for health insurance in retirement
Plan for long-term care needs in retirement
Identify optimal cash levels
Fund large expenses
Provide income and expense plan
Review beneficiary designations
Plan for giving to family or charities
Recommendations on will(s), trust(s), POAs
Minimum investment assets
none
Pricing
Hourly
$250
typically 10-30 hours
-
Full access to a team of caring, local professionals
Customized planning for your entire situation
Confidence your situation is being looked after
Guidance with financial decision-making
Provide confidence and peace of mind
Meetings available in-office or online
Comprehensive view of financial situation online anytime
Facilitate discovery of your goals
Outline your planning objectives
Comprehensive inventory of your resources
Identify safe spending
Find how soon you can retire
Determine optimal Social Security collection age
Prepare a retirement income plan
Strategy for funding retirement medical costs
Roth IRA conversion analysis
Analyze your current portfolio risk; opportunities
Build a custom portfolio for your personal situation
Develop individual/family investment policy
Guidance with independent investment research
Access to low cost institutional investments
Propose and manage investment portfolio day-to-day
Hedge or mitigate concentrated stock position(s)
Stock options timing and risk management
Guidance on real estate investments (including profitability analysis)
Hedge fund and alternative investments
Review your tax rates for opportunities
Audit your income tax return
Prepare your income tax return
Recommend investment account changes for tax efficiency
Year-by-year plan to minimize future income tax rates
Research and manage investment cost basis
Share projections and audit results with your tax preparer
Identify your current insurance needs
Review current coverage and recommend changes
Plan for health insurance in retirement
Plan for long-term care needs in retirement
Identify optimal cash levels
Fund large expenses
Provide income and expense plan
Review beneficiary designations
Plan for giving to family or charities
Recommendations on will(s), trust(s), POAs
Minimum investment assets
$300,000
Pricing
Rate
0.30 - 1.55%
year of investments
-
Full access to a team of caring, local professionals
Customized planning for your entire situation
Confidence your situation is being looked after
Guidance with financial decision-making
Provide confidence and peace of mind
Meetings available in-office or online
Comprehensive view of financial situation online anytime
Facilitate discovery of your goals
Outline your planning objectives
Comprehensive inventory of your resources
Identify safe spending
Find how soon you can retire
Determine optimal Social Security collection age
Prepare a retirement income plan
Strategy for funding retirement medical costs
Roth IRA conversion analysis
Analyze your current portfolio risk; opportunities
Build a custom portfolio for your personal situation
Develop individual/family investment policy
Guidance with independent investment research
Access to low cost institutional investments
Propose and manage investment portfolio day-to-day
Hedge or mitigate concentrated stock position(s)
Stock options timing and risk management
Guidance on real estate investments (including profitability analysis)
Hedge fund and alternative investments
Review your tax rates for opportunities
Audit your income tax return
Prepare your income tax return
Recommend investment account changes for tax efficiency
Year-by-year plan to minimize future income tax rates
Research and manage investment cost basis
Share projections and audit results with your tax preparer
Identify your current insurance needs
Review current coverage and recommend changes
Plan for health insurance in retirement
Plan for long-term care needs in retirement
Identify optimal cash levels
Fund large expenses
Provide income and expense plan
Review beneficiary designations
Plan for giving to family or charities
Recommendations on will(s), trust(s), POAs
Minimum investment assets
$750,000
Pricing
Rate
0.30 - 1.00%
year of investments
-
Full access to a team of caring, local professionals
Customized planning for your entire situation
Confidence your situation is being looked after
Guidance with financial decision-making
Provide confidence and peace of mind
Meetings available in-office or online
Comprehensive view of financial situation online anytime
Facilitate discovery of your goals
Outline your planning objectives
Comprehensive inventory of your resources
Identify safe spending
Find how soon you can retire
Determine optimal Social Security collection age
Prepare a retirement income plan
Strategy for funding retirement medical costs
Roth IRA conversion analysis
Analyze your current portfolio risk; opportunities
Build a custom portfolio for your personal situation
Develop individual/family investment policy
Guidance with independent investment research
Access to low cost institutional investments
Propose and manage investment portfolio day-to-day
Hedge or mitigate concentrated stock position(s)
Stock options timing and risk management
Guidance on real estate investments (including profitability analysis)
Hedge fund and alternative investments
Review your tax rates for opportunities
Audit your income tax return
Prepare your income tax return
Recommend investment account changes for tax efficiency
Year-by-year plan to minimize future income tax rates
Research and manage investment cost basis
Share projections and audit results with your tax preparer
Identify your current insurance needs
Review current coverage and recommend changes
Plan for health insurance in retirement
Plan for long-term care needs in retirement
Identify optimal cash levels
Fund large expenses
Provide income and expense plan
Review beneficiary designations
Plan for giving to family or charities
Recommendations on will(s), trust(s), POAs
Minimum investment assets
$500,000
Pricing
Rate
0.55 - 1.55%
year of investments
The above ranges and services depict our most common offerings, however, all services and applicable rates offered are not shown above. If your situation is outside the options shown above, we recommend you contact us for more information or view our Firm Brochure.