Invest in Your Financial Future
Start with a comprehensive financial plan, then choose your level of ongoing support, or work with me on an as-needed basis.
The Foundation: Comprehensive Financial Plan
We’ll start with a custom roadmap and recommendations for your financial future.
Financial Plan
One-time investment
Starting at $3,000*
Complete financial situation analysis
Goal-based planning strategies
Investment allocation recommendations
Tax optimization strategies
Insurance and estate planning review
Workplace Benefits Optimization
*Depending on plan complexity, these plans can range between $3,000 and $7,000
Financial Planning
For those who want expert financial planning and accountability, while keeping control of their own investments.
$1,350
/ quarter ($5,400/year)
On-going updates to comprehensive financial plan
Cash flow and budgeting optimization
Tax planning and coordination
Investment and portfoilio allocation guidance
Retirement Planning
Insurance and Risk Review
Behavioral Coaching
Estate and Legacy Planning
Employer benefit optimizations (incl. equity comp)
Client dashboard & reporting access
Best fit for:
Individuals and families who want clarity and structure, but are comfortable managing their own investments.
Investment Management
For those who want Gregory Financial to partially or fully provide investment management and implementation.
$1,650
/ quarter ($6,600/year)
Client dashboard & reporting access
Plan integration with investment strategy
Professional portfolio management with flat fees
Investment allocation and portfolio rebalancing
Tax loss harvesting
Coordination of workplace accounts (401ks, RSUs, stock options)
Collaboration with your CPA and/or estate attorney
Best fit for:
Individuals and families who want professional money management support.
Optional Ongoing Support
After your financial plan is complete, you can choose the level of ongoing support that fits your needs, or work with me on specific projects as they arise.
As-Needed Consultations
$300/hour
Perfect for specific financial questions, plan updates, or periodic check-ins without an ongoing commitment.
• Investment strategy review
• Tax planning consultation
• Major purchase decisions
• Career transition planning
• Fiduciary standard
• Registered with Commonwealth of Pennsylvania
• CFA designation
• Cancel ongoing plans anytime
All relationships begin with the comprehensive financial plan. Ongoing support plans are optional and can be added at any time.
Invest in Your Financial Future
Start with a comprehensive financial plan, then choose your level of ongoing support, or work with me on an as-needed basis.
The Foundation: Comprehensive Financial Plan
We’ll start with a custom roadmap and recommendations for your financial future.
Financial Plan
One-time investment
Starting at $3,000*
Complete financial situation analysis
Goal-based planning strategies
Investment allocation recommendations
Tax optimization strategies
Insurance and estate planning review
Workplace Benefits Optimization
*Depending on plan complexity, these plans can range between $3,000 and $7,000
Optional Ongoing Support
After your financial plan is complete, you can choose the level of ongoing support that fits your needs, or work with me on specific projects as they arise.
Financial Planning
For those who want expert financial planning and accountability, while keeping control of their own investments.
$1,350
/ quarter ($5,400/year)
On-going updates to comprehensive financial plan
Cash flow and budgeting optimization
Tax planning and coordination
Investment and portfoilio allocation guidance
Retirement Planning
Insurance and Risk Review
Behavioral Coaching
Estate and Legacy Planning
Employer benefit optimizations (incl. equity comp)
Client dashboard & reporting access
Best fit for:
Individuals and families who want clarity and structure, but are comfortable managing their own investments.
Investment Management
For those who want Gregory Financial to partially or fully provide investment management and implementation.
$1,650
/ quarter ($6,600/year)
Client dashboard & reporting access
Plan integration with investment strategy
Professional portfolio management with flat fees
Investment allocation and portfolio rebalancing
Tax loss harvesting
Coordination of workplace accounts (401ks, RSUs, stock options)
Collaboration with your CPA and/or estate attorney
Best fit for:
Individuals and families who want professional money management support.
• Fiduciary standard
• Registered with Commonwealth of Pennsylvania
• CFA designation
• Cancel ongoing plans anytime
All relationships begin with the comprehensive financial plan. Ongoing support plans are optional and can be added at any time.
As-Needed Consultations
$300/hour
Perfect for specific financial questions, plan updates, or periodic check-ins without an ongoing commitment.
• Investment strategy review
• Tax planning consultation
• Major purchase decisions
• Career transition planning