(808) 772-3942 | Laurey@fphawaii.com | Let’s Zoom

Pricing

SERVICE PACKAGES

Basic Service Package

$1,000
(estimate 20-25 hours)

  • Communication with you to define scope of work, software to be used, data delivery format.
  • Email intro to client. The email includes a scheduling link and summary of the information I will be gathering.
  • Information gathering client meetings (as many as needed, but typically 2-3). Meetings will typically be conducted via Zoom or Facetime.
  • Delivery of the information to you in whatever format we have agreed upon.
  • Summary report listing times and dates of all client communications and the nature of those communications.
  • You will be cc:ed on ALL client email communications and I only deliver information via secure channels (e.g., encrypted email, DropBox, Box., planning software upload, etc.)
  • An extensive list of the types of information and documents I gather will be included when you request a quote.

Premium Service Package

$1,500
(estimate 25-30 hours)

  • Communication with you to define scope of work, software to be used, data delivery format.
  • Email intro to client. The email include a scheduling link and summary of the information I will be gathering.
  • Information gathering client meetings (as many as needed, but typically 2-3). Meetings will typically be conducted via Zoom or Facetime.
  • Delivery of the information to you in whatever format we have agreed upon.
  • Summary report listing times and dates of all client communications and the nature of those communications.
  • You will be cc:ed on ALL client email communications and I only deliver information via secure channels (e.g., encrypted email, DropBox, Box., planning software upload, etc.)
  • I review all of financial information I have gathered and provide a written summary of all of the mistakes, oversights, and potential opportunities I discovered. NOTE: This is typically the most valuable service I provide.

Hourly

$50/hour
(Minimum project size = 10 hours)
You and I discuss the scope of your project and I provide an estimate of the number of hours within a 5-hour range.

Ala Carte Services

Ongoing client access to eMoney ($30/per month per client)

Estate Planning Document Prep and Delivery*

  • Basic Package – Will, Financial POA, Medical POA, HIPAA authorization, Digital Access Authorization. $400
  • Trust Package – Revocable Living Trust, Will, Financial POA, Medical POA, HIPAA authorization, Digital Access Authorization. $800
  • All documents drafted, delivered, and reviewed by an attorney in your state.

Password Guru

  • Offer free, white-labeled password management as a value-added service. $150/year

Payments

Payment is made via Paypal, Card, or check. A 50% upfront deposit is required. The final bill includes a 4% charge for Hawaii General Excise Tax plus a 3% Paypal servicing fee. Billing is processed through Paypal. Or if you prefer to send a check, the final bill will include only the 4% Hawaii General Excise Tax. I agree to complete my work within 30 days. I make every effort to communicate with your clients as much as needed to complete the project. Please note: Any lack of availability or failure by the client to deliver data I have requested will impact my progress and delay project completion, but does not reduce the agreed upon billing terms.

Pricing Models

My Basic and Premium level pricing models are designed to meet the common information gathering, data review, and presentation needs of most financial planners. For projects that require intensive data entry, such as manual entry of securities positions or entering extensive lists of deposits and expenses into budgeting software, I work on an hourly basis and will provide an upfront estimate based on the scope of work. I can also work at my hourly rate on a project-specific basis.

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