We believe a financial plan is one of the best investments that you can make in yourself.
The Dynamic FP Promise:
We didn’t like the way large financial institutions lacked transparency, had incentives that didn’t benefit their clients, and used the information gap to their own advantage.
Dynamic FP not only takes a way different approach that educates and empowers our clients, but we guarantee satisfaction or a full refund within the first 60 days of your service - no questions asked.
Step 1: Let’s meet to help you understand where you stand today and where you need to go.
Step 2: When you’re ready, choose the right package for you.
Everyone is different and has different needs.
We planned for that.
Package 1: Your Financial Plan
“My Comprehensive Plan Only”
[Pricing starting at $5,100]
Who is it for?
You want a plan only. No long-term commitment or investment management required.
What do you get?
We collaborate on the planning process to build your personalized and comprehensive financial plan.
This option gives you the blueprint and you can implement the action items on your own.
The process consists of the following meetings:
Getting Organized, Cash Management and Plan Delivery (one revision if necessary)
Package 2:
Your Financial Foundation
“My Comprehensive Plan with Action & Accountability”
[Pricing starting at $7,500]
[$1,500 upfront + $500/month]
Who is it for?
You want a plan and ongoing advice, but you want to keep your investments where they are now (at Robinhood, Wealthfront, Betterment, Schwab, Fidelity, etc.).
What do you get?
We collaborate on the planning process and have ongoing meetings to review your plan.
This option gives you the roadmap to building wealth, but you handle the investment-related tasks.
The initial comprehensive financial planning process consists of a series of meetings covering:
Getting Organized
Cash Management
Investment Planning
Tax Planning
Risk Management
Retirement Planning
Education Planning
Estate Planning
Open Enrollment
Plan Delivery
Package 3:
Your Financial Foundation +
“I Want to Delegate My Way to Independence”
(Package 1 + Investment Management)
Foundation Fees + Blended AUM fee
First $1 Million 0.90%
Next $4 Million 0.70%
Next $5 Million and Above 0.50%
Who is it for?
You want the best outcome possible.
Your focus is on your job and enjoying time with your family.
You don’t want to stress about money and wonder if you’re making the right decisions.
You want to delegate the decision-making and avoid costly mistakes.
What do you get?
Ongoing investment management and investment-focused meetings semi-annually.
Global diversification
Low-cost & tax-efficient
Tax-loss harvesting
Periodic rebalancing
Email access for you, your attorney, accountant, and business manager.
Package 4:
Hourly Advice
“Please Just Help”
Help me figure out a solution to my current problem.
+$450/ hour
Who is it for?
1) You have pressing questions that need answers, but you don’t want to partner with a CERTIFIED FINANCIAL PLANNER™ for the long run.
2) You have an advisor, but you need a “consultative relationship” with a fiduciary that’s on your team and can help you get the most of your existing relationship.
3) You have an urgent situation or life event that requires specific needs to be addressed and you need “express service” to get it done.
Still have questions?
Visit our FAQ