Our Services & Fees
Spencer Financial Planning
offers a variety of services at various fee levels.
See the descriptions below to learn more.
Comprehensive Financial
Planning
Description:
A holistic review of your personal finances and investments.
The initial engagement of about six months includes a high-level analysis of the applicable areas of your personal financial picture. After that, you can continue as a client to receive ongoing financial planning or you have the option to go DIY.
Pricing:
The fee for the first three months ranges between $4,900 and $8,900, depending on the level of complexity of your financial situation.
Thereafter, your fee will be based on the nature of your financial situation. Depending on various factors, the fee may range from $1,800/quarter to $8,500/quarter.
Financial Check-Up
Description:
One-time analysis of your finances covering several foundational areas. Perfect for those who don’t want or need the full Comprehensive service.
Pricing:
$2,500
Jump Start Call
Description:
One-time call with advice on a limited topic or topics. Perfect for those who don’t need, or can’t afford, other more in-depth services.
Pricing:
Pay what you want between $0-$450.