Services

Indie Portfolio Checkup™

Get on track with a one-time investment advisory program for a flat fee. Includes asset allocation, fund selection, tax sensitive asset location, and recommended steps to transition into an efficient low-cost portfolio. Great for DIY’ers who want an independent professional point of view, people with financial advisors who would like a second opinion, or anyone who would like a one-time investment plan.

The Indie Portfolio Checkup™ is a guided program including detailed analysis of your current portfolio, meetings to discuss your plan, a written, tailored report with specific recommendations for transitioning your investments, and thirty days of implementation support after the report is delivered.

Indie Target Plan™

Confidently embrace your future with a one-time financial or retirement plan. Includes all of the aspects of our Portfolio Checkup™ and adds elements like setting goals, funding education or retirement, planning spending levels, reviewing insurance risk, and reviewing estate and tax-smart steps. Great for anyone who wants a one-time holistic plan for a flat fee.

The Indie Target Plan™ is a guided program including detailed analysis of your overall financial situation, a series of meetings to discuss your vision, values, goals, and concerns, a written, customized plan with specific recommendations and steps, and forty-five days of implementation support after the report is delivered.

Hourly Projects

Get a focused action plan to address one or two pressing needs for a flat hourly rate. Some examples are a Roth IRA conversion analysis, whether to buy a home, or when to claim Social Security.

Fees

  • One-time investment plan for a flat fee of $1,500 for individuals and $1,800 for couples. Analysis of complex private investments may be subject to additional hours billed at our hourly rate of $300/hr, which will be agreed upon by both the client and IP. IP will provide a quote at the start of the engagement, and 50% of the quoted fee is due in advance with the remaining 50% due upon delivery of the investment plan.

  • One-time financial plan or retirement plan for a flat fee of $3,000 for individuals and $3,600 for couples. Analysis of complex private investments or financial circumstances may be subject to additional hours billed at our hourly rate of $300/hr, which will be agreed upon by both the client and IP. IP will provide a quote at the start of the engagement, and 50% of the quoted fee is due in advance with the remaining 50% due upon delivery of the plan.

  • Projects are billed at our hourly rate of $300/hr. IP will provide a quote at the start of the engagement, and 50% of the quoted fee is due in advance with the remaining 50% due upon delivery of the analysis and action plan.