Financial Planning Packages

Explorer Plan

A journey begins here

Get organized and set a course for your financial future

Excursion Plan

A short journey for pleasure

A comprehensive approach to fully evaluate your finances

Expedition Plan

A longer journey for a purpose

Take complete control of your financials and build your legacy

Meetings: Annual

Investment Analysis
Retirement Planning
Beneficiary Assessment
Social Security and Medicare Planning
Goals and Values Discussion
Behavioral Financial Coaching
Online Experience
Risk Analysis

EXPLORER Plus:

Net Worth Statement
Detailed-Cash Flow Planning
“What if” Scenarios
Multiple Goal Analysis
Education Planning
Insurance Analysis
Roth Conversion Review
Basic Estate Planning

EXPEDITION Plus:

Wealth Transfer Scenarios
Family Financial Education
Stock Option Analysis
Charitable Giving
Business Planning
Income Tax Planning
Advanced Estate Planning

Initial Plan: $1,050 (3 hours)

Ongoing Planning: $100/month

Initial Plan: $2,100 (6 hours)

Ongoing Planning: $150/month

Initial Plan: $3,150 (9 hours)

Ongoing Planning: $250/month

**Credit Card Payments Accepted**

Build Your Own Financial Plan

While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer a la carte planning services at $350/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above, or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work.

Investment Management Services

Portfolio Review	Time Horizon Analysis
Investment Selection – Portfolio Optimization	Risk Tolerance
Rebalancing	Asset Allocation
Gain/ Loss Harvesting	Research

Account Value	Investment Management Fee
$750,000 - $1,249,999	1.20%*
$1,250,000 - $4,999,999	1.08%*
$5,000,000 - $9,999,999	0.88%*
$10 Million Plus	0.68%*

Advisory account clients pay an annualized fee (“Account Fee”) for services rendered by Vintage Financial Partners. The Account Fee is based on the value of assets in the account, including cash holdings, and is payable quarterly in advance. The initial Account Fee is due at the beginning of the quarter following account inception and will include the prorated fee for the initial quarter in addition to the standard quarterly fee for the upcoming quarter. Account Fees will be assessed at the beginning of each quarter based on the account value as of the close of business on the last business day of the preceding quarter. Additional deposits and withdrawals will be added or subtracted from portfolio assets on a prorated basis to adjust the Account Fee. Some transaction fees are passed on to our clients and could be higher in the first year as our strategy is implemented.

*Clients engaged in the planning process are eligible for an investment management discount of up to 0.10%. Cost transparency is very important to us. We want our clients to understand the rate they’re paying. This is an approximate breakdown of the expenses you can expect to pay when working with us. Hedge Fund, Private Placement, REIT, BDC and other alternative class investment fees will differ.

* The fee schedule above is for new individual clients of Vintage Financial Partners who meet the minimum asset management requirement and who are assigned an advisor to assist them with financial planning and investment management objectives. This fee schedule is not necessarily in place for institutional/401(k) management or other ancillary business areas.