Explore Our Transparent Financial Planning Fees and Prices Plans.
Understand Our TransparentPurpose-Driven Financial Planning Fees.
At Future-Focused Wealth, we believe that trust starts with transparency.
Our client-first pricing model is designed to be clear, honest, and easy to understand — with no hidden fees or confusing fine print. You’ll always know exactly what you’re paying for and the value you’ll receive in return.
We tailor every service to fit your goals, life stage, and level of financial complexity — ensuring you get personalized guidance that makes a measurable difference.
Your life. Your goals. Your pace.
Let’s find the financial plan that works for you.
01.
Schedule Your Free Initial Consultation
Start your journey with a no-pressure, 30-minute discovery call. We’ll discuss your goals, challenges, and what matters most to you. You’ll leave with insights, not a sales pitch, and a clear understanding of how we can help you move toward financial confidence.
02.
Get Personalized Service Proposal
After our initial call, you’ll receive a transparent proposal outlining your customized service options and fees. We’ll map out your next steps, define the scope of your plan, and make sure you feel fully comfortable with the process before moving forward.
03.
Choose Your Plan and Begin Your Journey
Once you’ve selected the plan that fits your goals, we’ll dive in together — building a financial roadmap that’s designed for your life, not someone else’s template. From there, we’ll keep things simple, actionable, and focused on progress — at your pace.
Our Core Financial Planning Packages.
Every financial journey is unique — that’s why our pricing is simple, transparent, and tailored to fit your needs. Each plan is designed to meet you where you are and grow with you as your goals evolve.
Basic Financial Plan
Who It’s For: Clients ready to take control of their financial future with actionable guidance without ongoing management.
- Budgeting and cash flow review.
- Retirement savings analysis and projections
- Insurance review (life, health, disability).
Comprehensive Financial Plan
Who It’s For: Families or individuals managing multiple goals and seeking a full-picture, tailored strategy.
- Holistic retirement, tax, and investment planning.
- Debt reduction and savings coordination
- Ongoing check-ins and plan updates for the life of your plan.
Advanced Planning for Executives
Who It’s For: Professionals with complex compensation structures that require in-depth tax and estate strategy support.
- Investment and wealth planning.
- RSU/ESPP optimization and executive benefits coordination.
- Estate, tax, and succession guidance.
Investment Management (AUM-Based Fees)
- $0 – $1M: 1.00%
- $1M – $2M: 0.85%
- $2M – $5M: 0.75%
- $5M+: 0.50%
Need Help Choosing the Right Plan
Every client’s journey looks different — and so should their financial plan.
Let’s talk through your options and design an approach that fits your goals, lifestyle, and priorities.