We start by getting a feel for what working together looks like
You walk away with a better understanding of what to expect in terms of the services you will receive.
Your CFP® Professional gains an idea of how to leverage the financial planning process to your unique circumstances.
If we agree to work together, we start at the beginning of the process:
Source: CFP Board of Standards, Inc.; Guide to the 7-Step Financial Planning Process
You’ll receive an invoice on the following Monday for work completed during the current week at an agreed-upon rate prior to moving forward.
The typical rate is between $200 and $400 per hour based on case complexity.
An invoice will reference at least one step of the process.
The rate will be applied in 15-minute increments in your favor.
Each office of The Lincoln Investment Companies has its own fee schedule. Therefore, the cost for similar services by another office may be higher or lower than the fee schedule shown here. Fees may also vary with complexity of the case or the scope of the services provided. If you choose to implement your financial plan through us, the financial professional will act as agent for the broker-dealer, Lincoln Investment and/or agent for any insurance company with whom the financial professional may affiliate. Security recommendations will be limited to products offered by the broker-dealer. Although you always have the ability to purchase security products through other brokers or dealers, the fee schedule for our services has been structured with the understanding that our clients will implement financial product recommendation through our firm.