Your Fee
Your Planned Ahead fee includes ongoing Financial Planning services for a 12-month period. Our services are all-inclusive and tailored to your specific needs. This includes the creation of your financial plan, regular scheduled check-ins, plan updates, as needed Q&A sessions, and optional investment management services through Godsey & Gibb Wealth Management.
Fee Calculator
This fee calculator is intended to provide an estimate of your annual and monthly fee for financial planning services. Note that your final fee may differ from this estimate depending on the complexity of your financial situation.
If you are planning on a joint financial plan with your partner, please include both of your accounts in your answers. For questions that do not allow you to include both, base your answer off of the more complex situation. If you have any questions, you can reach us at [email protected].
Disclaimer: The Fee Calculator on this page is for illustrative purposes only and is intended to provide an estimated fee for financial planning services. Planned Ahead by Godsey & Gibb Wealth Management does not guarantee the individual accuracy of the estimates provided. Financial planning service fees vary based upon the breadth of the services provided and the complexity of each individual’s financial situation. Other fees including minimum annual fees may apply. All fees are mutually agreed upon prior to entering into a contract. Please see our ADV for more information.
Education
Interested in learning more about your financial options? Check out our recent blog posts.
