Fee Based Financial Planning Organizing and Establishing your Financial plan. If you are looking for someone to help you get organized and guide you down the path of establishing a Financial Plan, we can assist you in every step along the way. We can customize a fee schedule that fits your budget and grow with you as your needs evolve. Financial Planning is the First Step to leaving a Lasting Legacy! Building on your Financial Plan and utilizing our expertise to meet your goals. After establishing your Basic Financial plan and when you are ready, we will expand the relationship to ensure your investments are properly managed based on your risk tolerance. We will also ensure your family and assets are protected against an unexpected loss or financial downturn.