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Our Financial Planning Services

Financial Planning as a Flat Fee or Hourly Service

Clients of Cannon Wealth Management Services, with assets under care exceeding $250,000, not only receive our investment management services, but also ongoing financial planning and advice at no additional charge.

Occasionally individuals and business professionals find that our investment management services are either not necessary or are only needed on a minimal level.  However, they still wish to engage our firm for financial planning and consultative advice pertaining to a number of areas of concern, including but not limited to, retirement analysis, asset diversification, risk avoidance/ reduction, business succession, education funding, business and personal tax reduction, wealth accumulation or wealth transfer.  In order to accommodate this need, allowing us to serve individuals and business professionals with less than $250,000 in assets under the care of Cannon Wealth Management Services, we now are offering flat-fee and hourly financial planning services. 

Our fee structure is as follows:

Initial Consultation ... Always Free - No Obligation

We never charge a fee to learn more about you and your goals.  We pride ourselves in listening to you, and being genuinely interest in what is important to you.  Additionally, it is always a pleasure to meet with you and discuss with you who we are, our philosophy of wealth planning and management and how we may be of service to you, your family and/or your business. 

Basic Retirement Readiness Analysis ... $300

This report will give you a snapshot of where you are now financially, as it relates to your retirement goals. This analysis includes 1 hour-long engagement with a personal financial planner.  Click Sample Retirement Readiness Report  to view a sample of the reports included with this service. 

Detailed Retirement Readiness Analysis with Recommendations ... $600

This detailed analysis consists of listening to your goals and concerns about retirement, assessing your current financial situation, helping you determine the probability of achieving your retirement goals, giving you recommendations designed to improve this probability while reviewing your current investment portfolio to potentially lower your risk of loss.  This analysis includes 2 separate hour-long engagements with a personal financial planner.  Click Sample Retirement Readiness Analysis with Recommendations  to view a sample of the reports included with this service. 

Detailed Investment Portfolio Analysis ... $300

This detailed analysis consists of reviewing all of your current investment accounts.  The areas of review include cost structure, historical performance, risk/ reward measurement, asset diversification and correlation, and appropriateness based on your stated goals and concerns.  This analysis includes 1 hour-long engagement with a personal financial planner.  Click Sample Investment Portfolio Analysis  to view a sample of the reports included with this service. 

General Financial Planning ... $150 hourly

For those investors who seek general consultative advice from a personal financial planner, covering a wide variety of financial concerns, we offer hourly consulting, planning and analysis. 

Comprehensive Financial Planning Analysis ... $1,500 - $2,500 (based on complexity)

For those individuals and businesses who desire a comprehensive financial assessment and detailed recommendations on many areas of planning, we offer a bundled service covering the subjects of retirement, asset diversification, risk avoidance/ reduction, education funding, wealth accumulation and wealth transfer.  This comprehensive service involves 15-20 hours of professional planning work, and at least 3 separate hour-long engagements with a personal financial planner in one of our offices or at your home.  Click Sample Comprehensive Financial Plan  to view a sample of the reports included with this service.  

Please contact Matt Hearn, CFP®, ChFC® at (336) 231-6844 extension 144 or mhearn@cwmllp.com to learn more about these planning services or to set up an initial complimentary consultation.