Conestoga Wealth Management
Services & Fees
You pay your car and health insurance bill every month hoping that you don't have to use it. Doesn't it make sense to pay for a life plan that you need, will use, and will bring you financial wellness?
It's time to stop making haphazard decisions about your financial well being.
Conestoga Wealth Management has four unique service plans designed to fit your needs. Two Subscription Services for people with limited assets or who want to manage their own money, and two more full service plans
The subscription options are the Financial Freedom & Financial Freedom PLUS which includes your real time planning portal, CFP monitoring and ongoing advice & at least annual reviews The PLUS subscription includes investment management for investable assets below $250,000 for an additional management fee of no more than 0.50% annualized.
Financial Freedom Planning
- $999 upfront plus $199 per month
- Initial creation of Financial Plan
- implementation of Financial Plan
- Online access to financial Planning Portal updated in real-time
- Work with a dedicated CERTIFIED FINANCIAL PLANNER ™ Professional
- Ongoing guidance and advice
- Portfolio analysis and recommendations
- Annual meetings or more if needed
- Budgeting Tools
- Retirement income Planning
- Retirement income Planning
- Cash Flow analysis and net worth
- Insurance Planning
- Estate Analysis
- Social Security Optimization & Medicare Planning
- ...And more
Financial Freedom Planning PLUS
- $999 upfront plus $199 per month & asset management fee
- Includes everything in Plan I, Plus management of investable assets for small additional annual fee
- Initial creation of Financial Plan
- implementation of Financial Plan
- Online access to financial Planning Portal updated in real-time
- Work with a dedicated CERTIFIED FINANCIAL PLANNER ™ Professional
- Ongoing guidance and advice
- Portfolio analysis and recommendations
- Annual meetings or more if needed
- Budgeting Tools
- Retirement income Planning
- Retirement income Planning
- Cash Flow analysis and net worth
- Insurance Planning
- Estate Analysis
- Social Security Optimization & Medicare Planning
- ...And more
Full Service Financial Planning
- Fee based upon managed assets; No upfront nor subscription fee
- INCLUDES INVESTMENT MANAGEMENT for investable assets of $250,000 or more
- Tax efficient portfolios available for non qualified accounts
- Initial creation of Financial Plan
- implementation of Financial Plan
- Online access to financial Planning Portal updated in real-time
- Estate Analysis
- Work with a dedicated CERTIFIED FINANCIAL PLANNER ™ Professional
- Ongoing guidance and advice
- Portfolio analysis and recommendations
- Annual meetings or more if needed
- Budgeting Tools
- Retirement income Planning
- Retirement income Planning
- Cash Flow analysis and net worth
- Insurance Planning
- Social Security Optimization & Medicare Planning
- ...And More
Written Financial Plan Document
- $200 per hour with a minimum of $2000 (10 hours billed)
- Includes most features from Financial Freedom Plan but for a limited engagement; usually 4 - 6 weeks
- not for ongoing advice or annual meetings
- Generally cost is $2000 and up depending on complexity
- Best for those who want to make sure they get on the right track for their future and want to implement their financial plan on their own
Conestoga Wealth Management
600 Eagleview Boulevard #300
Exton PA 19341
info@conestogaplanning.com
(610) 241-8711