Services

Indie Target Plan™

Confidently embrace your future with a one-time financial or retirement plan. Includes investment advice on asset allocation, fund selection, tax sensitive asset location, and recommended steps to transition into an efficient low-cost portfolio. Also incorporates key 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 providing detailed analysis of your overall financial situation, a series of meetings to discuss your vision, values, goals, and concerns, a written, tailored plan with specific recommendations and steps, and forty-five days of implementation support after the report is delivered.

Indie Partnership Program™

Available exclusively to clients who have had an Indie Target Plan™ done in the last year, this service establishes a partnership with IndiePlan™ for support with ongoing plan oversight and implementation. Programs may be tailored to meet the needs of each household, but generally consist of three meetings per year to update plans, review portfolios, provide rebalancing and/or cash management advice, and otherwise provide implementation support.

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 financial plan or retirement plan for a flat fee of $3,300 for individuals and $4,620 for couples. Analysis of complex private investments or financial circumstances may be subject to additional hours billed at our hourly rate of $330/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.

  • Annual flat fee of $2,620 for individuals and $4,290 for couples. Analysis of complex private investments or financial circumstances may be subject to higher annual fees, which will be agreed upon by both the client and IP. IP will provide a quote at the start of the engagement; the quoted annual fee will be due in quarterly installments paid in arrears. Fees are adjusted upward by 3% annually.

  • Projects are billed at our hourly rate of $330/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.

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