Plan For Your Goals offers ongoing portfolio management, personalized financial planning, financial education and coaching, and selection of third-party money managers. Plan For Your Goals tailors services to each client's specific goals, risk tolerance, and time horizon using modern portfolio theory and long-term investment strategies. The firm works primarily with individuals and high-net-worth clients, helping them navigate retirement planning, tax concerns, insurance needs, and investments. Plan For Your Goals also directs clients to external managers like The Pacific Financial Group, American Funds Service Company, and Buckingham Strategic Partners when appropriate. In addition to individual advisory services, Plan For Your Goals offers group financial education and coaching through an online community.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are generally negotiable. Third-party manager programs have separate fee schedules ranging from 0.50% to 2.00% total.