Financial Planning Fees

We believe a successful financial plan is the result of an ongoing relationship with an Advisor, not one interaction. Plans must evolve and transform over time to properly address the ever-changing financial needs of your family.

All too often, clients will pay an upfront fee for financial planning services and never hear from their Advisor after the initial plan is built. Clients should feel free to use their Advisor as a resource, revisit the plan as needed, make changes throughout the year, call with questions about specific financial decisions, discuss new ideas, and so on. They should know that they are worth the Advisor’s time.

In our effort to provide this level of ongoing service and access to our team, White and McGowan charges an upfront fee for the initial financial plan and a monthly fee for the annual reviews and plan maintenance throughout the year. 

OUR TEAM IS READY TO CRAFT A FINANCIAL PLAN SPECIFICALLY FOR YOU AND YOUR GOALS.