Financial Planning Pricing

Planning Option 1

Foundations Plan

Starts at

$2,100

One-time initial plan fee
Or $350/mo for 6 months

Financial Goal Setting: Clarify what matters most so your entire plan aligns with your priorities
Budgeting & Cash Flow: Basic analysis and recommendations
Investment Strategy: General guidance & portfolio review
Retirement Planning: Basic projections & contribution strategy
Client Meetings: 1 review meeting during the year
Get Started
Most Popular
Planning Option 2

Family Planning Plan

Starts at

$4,000

One-time initial plan fee
Or $333/mo for 12 months

Everything in Foundations Plus:
Tax Strategy: Proactive tax planning & coordination with CPA
Insurance Review: Comprehensive review of life, disability, and long-term care
Client Meetings: 3 strategic sessions (Spring, Fall, End of Year)
Get Started
Planning Option 3

Legacy & Trust Plan

Starts at

$6,000

One-time initial plan fee
Or $333/mo for 18 months

Investment Strategy: Advanced portfolio management, alternative investments & risk modeling
Retirement Planning: Customized strategies for complex retirement scenarios and early retirement
Tax Strategy: Integrated tax mitigation, estate tax planning
Insurance Review: In-depth analysis, policy procurement, and ongoing review
Estate & Legacy Planning: Trust creation, charitable giving & planning for multi-generational legacy and asset transfer
Business Planning: Exit strategy, succession planning & corporate benefits integration
Client Meetings: Monthly dedicated consultations & priority access
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Pricing Note

The prices above are starting points, not ceilings.
Most clients land within these ranges, but your final fee depends on the complexity of your situation, your goals, and the scope of work involved. Book a free 20-minute call and we will give you a clear, specific number before you commit to anything.

Who this is for

A strong fit for the right kind of complexity.

If your financial life is more complicated than it looks on paper, you may be in the right place. If your income is strong but your decisions still feel messy, uncertain, or heavier than they should, this is the kind of planning relationship designed for you.

Good fit

This is for you if

You work in Gov-Con, cybersecurity, or a related field, and your income and complexity are both growing.
You are in your 30s, 40s, or early 50s and balancing kids, aging parents, taxes, retirement, and a busy career.
You have variable income, bonuses, stock comp, federal benefits, or contract-related uncertainty.
You want an ongoing planning relationship, so together, we can make adjustments as your situation in life changes.
If this sounds like the kind of support that you are looking for, the next step is a simple conversation about your goals, your complexity, and whether RPM may be a good fit.
Not a fit

This is not for you if

You are looking only for the lowest-cost option.
You are not looking for an ongoing planning relationship.
You do not see value in planning, coordination, and accountability over time.
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After your first year with Ryan
ONGOING PLANNING SUPPORT

Choose the level of ongoing support that fits your life.

Once your initial financial plan and implementation work are complete, you can continue with ongoing planning support through one of the monthly subscription options.These plans are designed for accountability, updates, and guidance as life changes.

Planning Option 1

Foundations

Priced at

$150/month

Best for you if you want a steady planning relationship, annual updates, and a knowledgeable advisor when new questions come up.

Included Items
Ongoing access to your planning dashboard.
Annual plan review and updates.
Email support between meetings.
Guidance as your priorities change.
Planning Option 2

Family Planning Plan

Priced at

$250/month

Best for you if you want more proactive support around insurance planning, cash flow, college planning, and major family decisions.

Included Items
Everything in Foundations.
More frequent planning check-ins.
Ongoing insurance review.
Coordination around college, family, and cash flow decisions.
Planning Option 3

Legacy & Trust Plan

Priced at

$350/month

Best for you if you want the highest level of ongoing planning support, estate coordination, and help with more complex long-term decisions.

Included Items
Everything in Family Protection Plan.
More hands-on support throughout the year.
Estate and legacy planning coordination.
Guidance for more complex family and wealth-transfer decisions.