Richard Hopkins

Financial LifeMaps offers ongoing comprehensive financial planning for an annual retainer fee based on the complexity of your situation. Key details include:

• Initial year fee — typically starts around $800 or more
• Annual retainer — adjusts each year based on local inflation (typically 2% to 4%)
• Services included — regular updates to your personalized LifeMap Model, ongoing milestone tracking, and a list of specific financial tasks to perform over the coming months
• Meetings — typically 3 to 6 personal meetings per year

• Project consulting — $60 per hour, often with a pre-established not-to-exceed limit based on estimated hours
• One-time financial projects — covers specific needs such as retirement goal definition, tax reduction strategies, debt management, and investment choices within retirement accounts