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 four to 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 is normally $5,900 for couples or $4,900 for individuals, though it could be up to $8,900 for more complex situations.
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 $7,500/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:
$2,000
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-$400.