Pick Your Service Tier
At Unburdened Financial Planning, we offer three clear, flat-fee pricing options to help you acheive your God given goals with the resources He has given you to manage. Only pay for what you need by chosing the plan that meets your needs! These plans are all provided with no commissions and no management fees.
Essentials Plan
$99/mo
$1,800 one-time planning fee
Get EssentialsKey Features:
- Unlimited on-demand advice from your CFP®
- Financial monitoring & Budgeting Software
- Written Financial Plan Covering:
- Financial Status Report
- Cash Flow
- Charitable Giving Strategies
- Debt
- Savings
- Employee Benefits
- Retirement Forecast
Strategic Plan
$199/mo
$2, 700 one-time planning fee
Get StrategicEssentials plus:
Personalized investment recommendations
- Portfolio management with no AUM fee
- Written financial plan covering:
- Financial Status Report
- Cash Flow
- Charitable Giving Strategies
- Debt
- Savings
- Employee Benefits
- Retirement Forecast
- Account Selection
- Investment Management
- Insurance Audit
- Equity Compensation Planning (RSUs, ISOs, Self-employment)
Legacy Plan
$299/mo
$3,600 one-time planning fee
Get LegacyEssentials & Strategic plus:
- Personal tax prep & filing
- Meet with your CPA annually
- Complete will and/or trust based estate plan
- Written financial plan covering:
- Financial Status Report
- Cash Flow
- Charitable Giving Strategies
- Debt
- Savings
- Employee Benefits
- Retirement Forecast
- Account Selection
- Investment Management
- Insurance Audit
- Equity Compensation Planning (RSUs, ISOs, Self-employment)
- Tax Recommendations
- Curated Estate Plan
Investment Management
Essentials
Strategic
Legacy
Risk Assessment
Portfolio Analysis
Fully Managed portfolio at 0% AUM
Tax-Efficient Investing
Tax Loss Harvesting
Real Estate & Non-Stock Anaylsis
Self Employment
Essentials
Strategic
Legacy
Self-Employed Retirement Accounts
Health Insurance Analysis
Tax Strategies & Analysis
Business Bookkeeping
Partnership & Corporate Tax Returns
Tax Planning
Essentials
Strategic
Legacy
Tax Minimization Strategies
Personal Return Prep & Filing
Annual Tax Planning Meeting
Work with a dedicated CPA
Estate Planning
Essentials
Strategic
Legacy
Beneficiary Assignments
Last Will & Testament
Revocable Living Trust
Health Care Proxy
Powers of Attorney
Guardian Assignment for Children & Pets
Charitable estate planning