Comprehensive Financial Planning

During the initial year of our partnership we meet six to eight times to create and implement your plan.  Our relationship with you is an open door; as changes occur to your situation there is no additional charge to you for additional meetings.  The door swings both ways because as the financial landscape changes, we proactively contact you to inform you of changes and make appropriate adjustments to keep your financial situation stays optimized.  In subsequent years, as you may accomplish initial goals, we help guide you in establishing new ones.  As your financial guide, we continue monitoring your investment portfolios, your tax obligations, insurance and benefits to preserve and grow your personal net worth. 

When you first contact us, we schedule a 30-minute Get Acquainted Telephone meeting so you may interview us and, at the same time, we learn about you, your needs, and your goals.

The Get Acquainted Telephone meeting is followed by an in-person Get Acquainted meeting. There is no charge for this meeting; it is an opportunity for you to learn more about us and how we work as we learn more about you. Prior to the Get Acquainted meeting, you will need to download the Planning Profile and return it, along with the additional information requested, two weeks in advance so that we understand your financial situation.

Comprehensive Financial Planning is offered as an annual fee. The fee is based on a combination of factors including your income, your assets, and the overall complexity of your financial situation.   

The annual fee ranges from $4,000 to $18,000 annually.  Clients should have a minimum of $100,000 in investable assets.

McNary Financial Planning is not licensed to sell any products.  The only fees we charge are for our advice.  There are no commissions, no referral fees, no products sales and no conflicts of interest.