Financial Planning
Planning at TRG starts with understanding your situation in full, then building a written plan you can actually act on.
The Process
Understanding your personal and financial circumstances
Identifying and prioritizing your goals
Analyzing your current position and the alternatives
Developing recommendations
Presenting them in writing and in conversation
Supporting implementation at your request
What a Plan Covers
Cash flow and budgeting · debt management · retirement planning · education planning · investment allocation review · tax-aware strategies (not tax preparation) · insurance and risk review · employee benefits analysis · estate planning coordination (not legal advice)
How It’s Offered
Comprehensive Financial Plan — flat fee generally $1,500 to $3,000 depending on scope and complexity. Typically delivered within 60 to 90 days of receiving your complete information.
Ongoing Planning Retainer — $150 to $500 per month, billed quarterly in advance. Includes an annual plan update, periodic review meetings, behavioral coaching, and ongoing access to the firm.
One-Time Financial Snapshot — $500 to $1,500. A limited-scope review of net worth, cash flow and savings, investment allocation, and a basic retirement projection, delivered as a summary report.
Fees within these ranges are negotiable based on the scope and complexity of the engagement. Full details appear in TRG’s Form ADV Part 2A, Item 5.
Let’s Talk
Ready to talk through your financial picture?