Financial Planning

We use cutting edge technology and techniques to create, develop, and manage a personalized plan for you and your family in the following areas:

  • Cash Flow/Budgeting
  • Debt Management (Including Student Loans!)
  • Insurance/Risk Management
  • Investment Allocation
  • Retirement Planning
  • Tax Optimization
  • Estate Planning
  • Document Storage (wills, insurance policies, etc)

These ongoing services are tailored to fit your needs regardless of what stage of life you are in. Whether you are a recent college graduate in your 20s or a retiree in your 70s, we have a service tier to fit your needs. The initial plan is a 3 meeting process, with subsequent updates and reviews every 3-6 months.

For comprehensive financial planning, fees are calculated based on need. Young clients with more basic planning needs fit the Basic tier, while clients with more advanced needs fit higher tiers. Clients with assets managed by Leetown are eligible for discounts. See the table below for more info.

Service Tier Initial Fee Annual Fee (Monthly)
Basic $600 $1,200 ($100/month)
Standard $1,200 $2,400 ($200/month)
Premium $1,800 $3,600 ($300/month)
Executive $2,400 $4,800 ($400/month)