TWELVE MONTHS
$6,250
- 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
THREE MONTHS
$1,950
- An assessment of your current financial circumstances by an independent CFP® professional
- A detailed findings report with actionable steps to consider.
- Short-term support with 1-2 financial goals and 90 days access to financial planning tools
ONE MONTH
$750
- An assessment of your current financial circumstances by an independent CFP® professional
- A detailed findings report with actionable steps to consider
- Confidence to stay in the driver's seat and 30 days access to financial planning tools
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.
