Transparent Fee-Only Service Plans & Pricing*
Which Plan is Right for YOU?
Financial Coaching
($75 / month)
- Monthly Progress Meetings (30-60 minutes)
- Daily Access via call, text, email (will reply within 24 hours except weekends and vacation)
- One-Page Plan & Quarterly Reports via Elements
- Advisor-sponsored Monarch subscription for Budgeting & Cash Flow Planning
- Personalized Action Plan to improve daily money management
Financial Foundations
($150 / month)
- Monthly Progress Meetings (60-90 minutes) for 15 months, then quarterly or semi-annual meetings as agreed upon
- Daily Access via call, text, email (will reply within 24 hours except weekends and vacation)
- One-Page Plan & Quarterly Reports via Elements
- Advisor-sponsored Monarch subscription for Budgeting
& Cash Flow Planning - Debt Management
- Tax Return Review & Report
- Investment Education
- Asset Location & Allocation
- Insurance Planning
- Beneficiary Review
- See below for investment management
Financial 360
($300 / month)
- Monthly Progress Meetings (60-90 minutes) for 6 months, then quarterly or semi-annual meetings as agreed upon
- Daily Access via call, text, email (will reply within 24 hours except weekends and vacation)
- Snapshot & Blueprint Reports via RightCapital
- Advisor-sponsored Monarch subscription for Cash Flow Analysis
- Debt Management
- Tax Planning
- Investment Education
- Asset Location & Allocation
- Insurance Planning
- Beneficiary Review
- Retirement & Financial Independence Outlook
- Education Funding
- Estate Planning
- Social Security Optimization
- See below for investment management
*Includes one 60-90 minute “Get to Know You” meeting for prospective clients, and 1-3 onboarding meetings depending on complexity.
Investment Management
Modern
Portfolio Theory
Modern Portfolio Theory is a sophisticated investment framework designed to maximize potential returns while minimizing risk. Rather than simply picking "good" stocks, MPT focuses on how different investments work together in a balanced portfolio. By combining diverse assets—such as stocks, bonds, and alternatives that don't move in lockstep—market volatility can be smoothed out over time.
Asset Under Management & Advisement Fee
MFP will manage your portfolio at the following rates:
.75% up to $1 million of assets
.5% for every dollar over $1 million.