Threshold Compass Strategies Inc. provides financial planning and consulting services to individuals. These services include full financial plans covering various aspects of a client's financial life, as well as consultation services for specific financial topics. Threshold also offers ongoing financial planning services, which include portfolio monitoring, access to educational resources, and regular check-in meetings. Seminars and workshops are also held to educate the public.
Fee Structure
Ongoing financial planning services are offered for a flat annual fee ranging from $300 to $2,000. This includes portfolio monitoring, access to educational resources, regular meetings, written recommendations, and phone/email access for questions. Services may include budgeting, retirement income planning, legacy planning, debt consolidation, goal planning, employer benefits review, and insurance needs analysis.
- Full Financial Plan: A complete evaluation of your current and future financial state, including cash flow projections, asset valuation, and withdrawal plans.
- Consultation Services: Assistance with individual financial topics, tailored to your specific needs.
Fees:
- Hourly: $300 - $500 per hour
- Fixed: $1,800 - $4,500