Pulse Planning Services and Fees

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Financial Planning Packages

Plan

Best for individuals with debt and income greater than $80,000/year

$999 Onboarding Fee then
$200/month

Includes:

  • ✓ Create a financial plan with a Certified
    Financial Planner™
  • ✓ 4 financial planning meetings per year
  • ✓ Ongoing email, and phone support
  • ✓ Organize finances
  • ✓ Student loan management
  • ✓ Debt reduction strategies
  • ✓ Budgeting
  • ✓ Save for financial goals
  • ✓ No account minimums
  • ✓ No sales or commissions

Get Started with "Plan"

Grow

Best for households with savings

$999 Onboarding Fee then
$250/month

Includes everything in ‘Plan’, plus:

  • ✓ Retirement projections
  • ✓ 529 plans & college funding
  • ✓ IRAs
  • ✓ Insurance review
  • ✓ Emergency fund
  • ✓ Investment recommendations*
  • ✓ Tax efficiency
    • ○ Roth vs Pre-tax
    • ○ Roth conversions
    • ○ FSA / HSA Review
    • ○ Child tax considerations

Get Started with "Grow"

Retire

Best for investors approaching or in retirement

$1M Investment Minimum
No onboarding or monthly fees
Starting at 0.63% AUM

Includes everything in ‘Grow’, plus:

  • ✓ Investments professionally managed
    through our custodian, Charles Schwab
  • ✓ Low cost investments
  • ✓ Account opening, trading, and service
  • ✓ Quarterly rebalancing
  • ✓ Retirement income strategies
  • ✓ Social Security optimization
  • ✓ Tax efficiency
    • ○ Asset location
    • ○ Tax loss harvesting
    • ○ Qualified Charitable Distributions

Get Started with "Retire"

*Client may choose to implement investment recommendations on their own for no additional cost. First $50,000 of professional investment management included in flat monthly fee. Investment management above $50,000 subject to additional AUM fee. See Form ADV Part 2 for full disclosure.

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