12 Months

$3,000 ($250/month)

An assessment of your current financial picture by an independent CFP® professional

A detailed findings report with actionable steps to consider

Ongoing support with multiple financial goals and 365 days access to financial planning tools

Let an independent CFP® professional meet you where you are.

Each Lincoln Investment office has its own fee schedule, so service costs may vary between offices and depend on case complexity or service scope.

If you implement your financial plan with Leeway Planning, your financial professional will act as an agent for Lincoln Investment and/or affiliated insurance companies.

Security recommendations will be limited to our broker-dealer's offerings.

While you may purchase securities through other brokers, Leeway Planning's fee schedule assumes, but does not require, implementation through Leeway Planning.