Checkpoint Financial Planning is a fee-only firm that provides financial advice to individuals, high net-worth individuals, and businesses. Checkpoint does not offer investment management services or sell financial products. Checkpoint offers project-based financial planning services covering areas like cash flow, debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Assets Under ManagementN/A
Clients70
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Review — $3,000, provides a second opinion or validation of your financial position and trajectory relative to stated goals, curated knowledge and guidance on its application to specific circumstances, and/or directional guidance for achieving personal financial goals.
- Strategic Plan — $375 per hour, a holistic, detailed financial planning service flexible to accommodate Clients with a wide range of needs and complexity.
One-Time Plan:$3,000
Hourly Rate:Up to $375/hr
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