Although Langtree uses an hourly model for initial engagements, there are some common services that tend to be our clients favorites. These ranges are to be used as a guideline only. A quote specific to your situation will be generated at the Get Acquainted Meeting.
- Financial Tune-Up $ 595
Ideal if you have one or two financial questions and want some guidance. We’ll analyze your situation and review the results with you when we meet. A one to two page written summary of recommendations will be produced and sent to you after the meeting.
Pension Boot Camp $ 350 - $ 700 per plan
Specifically designed for Massachusetts teachers and emergency response personnel who are interested in determining how to optimize their pensions and savings. Includes a 20% discount!
401(k) Boot Camp $ 425 - $875 per plan
Looking for advice on a single company sponsored plan such as a 401(k), 403(b) or 457.
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Portfolio Boot Camp $ 850 - $1550
Looking to revamp an out of control portfolio. Includes company sponsored plans and outside investments.
Basic Financial Plan $1500 - $2200
Anyone looking to ensure your basic financial life, including cash flow, retirement savings and portfolio are where they need to be whether saving for retirement, planning to retire in the next few years or retired already.
- Create Your Own Plan Modules $ 550 - $ 925 each
Add them on to the Basic Financial Plan or use them separately! If used separately, additional fees may apply.
College Savings and Other Goals Planning
Anyone wondering how they are going to save for college or some other big goal such as a wedding, new home or new car.
- Estate Planning
Anyone looking for strategies and next step suggestions to minimize their estate taxes and ensure assets go where they want them to go.
- Insurance Planning
Anyone looking to determine how much life or other insurance is needed to protect assets and/or lifestyle.
Comprehensive Financial Plan $2850 - $4600
Anyone looking for the offerings of the Basic Financial Plan along with the College Savings and Other Goals Funding, Estate Planning and Insurance Planning modules.
- Additional Services
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- Implementation assistance, coaching and other services not shown above are available by the hour.
Prices may vary depending on financial status, investment portfolio holdings and complexity. Please contact Langtree Associates for more detail and a customized quotation. Prices effective as of 6/1/2010 and are subject to change.