CPC Financial Planning creates written financial plans for clients, analyzing their current situation and providing recommendations for investments, risk management, tax planning, education funding, retirement, and estate planning. The fee for this service is based on income or net worth. CPC also provides hourly advice on specific financial planning issues. All investment decisions are the client's responsibility.
Fee Structure
CPC Financial Planning provides an annual written update of your financial plan for a fee of $250 plus the greater of: 1% of gross income or 1/20% of net worth up to $5,000,000, plus 1/40% of net worth over $5,000,000. The annual fee is subject to a minimum of $750 and a maximum of $5,000.
CPC Financial Planning offers a written financial plan covering all aspects of your current financial situation with recommendations. The fee for this plan ranges from $1,500 to $10,000.