What do you want to build?
Our financial planning programs are designed to guide clients through a process of unearthing their unique purpose, defining their vision, and setting specific goals--in that order. Armed with your vision and goals, we will build a financial plan that aligns your money with the outpost you seek to build. Our packages are designed to quickly move you into a position of readiness so that you can begin implementing goals in your financial life. Schedule a call today with an Outpost representative and we'll decide together which package is the best option for you.
For clients in need of financial planning and investment management on an ongoing basis, we offer two packages to get started. These one-time engagements give us the ability to get to know your unique situation deeply and sets a foundation from we we can provide thoughtful long-term guidance.
Quick-Start
$1,999
Our Quick-Start Package includes the following:
Asset Organization and Transfer Assistance - For any assets that clients need moved, we will outline options and assist with the creation of new accounts and transfer of assets, keeping in mind that we may not always recommend moving all assets to Outpost depending on your unique situation.
The Outpost Purpose Process - Our proprietary 4-step exercise to guide you in defining you and your family’s unique purpose, vision and goals.
One-on-one Advisor sessions – Each client will walk through the key meetings in our planning process designed to efficiently and thoroughly help you navigate each step of creating and implementing a financial plan.
The Outpost Financial Plan - At the end of our engagement, you’ll have a written plan, based around your stated vision and goals, detailing our recommendations for the deployment of your resources. At this level, your plan with go into depth on up to 3 key goals identified through your planning process.
Budget and cash-flow planning - One-on-one coaching around the tools, processes and habits that will allow you to purposefully direct each dollar that comes your way.
Ongoing Comprehensive Planning – At the conclusion of this process, you’ll have the opportunity to become an ongoing client of Outpost Advisors with access to our advice for any financial or life planning decision that comes your way. We’ll assist you with the continued implementation of your plan and offer ongoing investment management services where needed.
Who is it right for? The Quick-Start package is made to help clients who are just getting started, would like ongoing comprehensive planning and need guidance on key goals as they begin building wealth, raising a family or navigating a specific season of change.
Standard
$2,999
Our Standard Package includes all of the items listed for the Quick-Start Package, plus the following:
Purpose Process Review and Coaching - We’ll walk through the Outpost Purpose Process with you and digest the output together to ensure your family’s mission and vision are in place prior to developing your financial plan or deploying resources.
Insurance Audit - No, we don’t sell insurance, but we will review each of your existing policies (everything from life insurance, to homeowners and auto policies) and make recommendations for potential savings and/or gaps in coverage.
Multigenerational Estate Planning Guidance – Plans at this level include estate planning recommendations: everything from guardianship provisions for your children, to multigenerational wealth preservation and transfer strategies.
Tax Opportunities Analysis – We will analyze your past year’s tax return and your projections for the future, identifying opportunities to minimize your family’s tax burden.
Additional Goals Analysis – Instead of just covering 2-3 key areas of concern, our Standard financial planning package provides time for your planner to create in-depth analysis and guidance for up to 10 modules, which include goals such as relocation, major purchases, legacy funds, weddings, or other aspects of the unique outpost you’re building.
Who is it right for? The standard package is built to address the needs of a client who is stewarding a business, a braoder range of investment resources, looking for specific tax and estate strategies, or approaching retirement. This is our most popular package and gives us sufficient time to dive deep into even the most complex situations and plan for your unique vision of the future.
Don’t need ongoing planning?
We also offer a stand-alone financial plan for those who don’t want or need to work with a financial planner on an ongoing basis. This plan includes all of the elements of the standard plan, two follow up sessions throughout the next 12 months to assist with implementation, and a more detailed breakdown of investment recommendations since we expect clients to be implementing their own investment portfolios in this case. This package is great for anyone who prefers a DIY approach to investing or is building wealth exclusively through alternative assets such as real estate. Our Stand-Alone package is priced at $4,999.
Not ready to start with a package?
While the packages above provide most of our clients with an easy access on-ramp into Outpost Advisors, they might not be what you’re looking for. You might have a practical need: “Can you just transfer my 401K ASAP, and let’s leave the vision-and-purpose conversations untouched for the moment?” Or you might just need technical help: “My relative just left me an inheritance that I need to put to work immediately, and I don’t know that I’m ready for all this other stuff…” We’re here for you, too. Again, our packages meet many peoples’ needs, but not all, so you don’t have to fit into one. Head over to our investment management page for more info or schedule a call today to hear about hourly planning options.
Need something customized?
We are experienced in advising those dealing with debt reduction, career transitions, inheritance and even major life disruptions. If you find yourself dealing with special circumstances, we'll create a custom plan to walk you through whatever you may be navigating.