Financial Planning
$2,500-$10,000 /year
or
$220-$850 /month
These fees are based on the complexity of each plan. After we understand your needs, we can quote you your fee.
We are passionate about empowering clients to make informed financial decisions that fit their unique life goals, educating them about the strengths and potential challenges of their financial plans using a collaborative six-step process.
We help clients create personalized comprehensive financial plans to help them pursue their financial goals. We can walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions. We focus in the following financial planning areas:
You are busy and life is complicated. Financial planning should help you get to where you want to not hold you back. To help our clients simplify the process we use the eMoney Site, a client portal where you can view your financial world in one place. Explore, get organized, and keep up-to-date with your financial plan. The eMoney Site is your personal website providing a holistic view of your financial life.
$2,500-$10,000 /year
or
$220-$850 /month
These fees are based on the complexity of each plan. After we understand your needs, we can quote you your fee.
Advisory Fee / Account Value
*We have a $2,500 fee minimum. *Investment Management is an additional service we offer to our financial planning clients. Clients choosing to use us for investment management may receive a discount on their annual financial planning fee. *This discount applies to the second year of our planning relationship.
$500 per year
Households with at least $1 million in advisory accounts, we offer our financial planning to children below 30 at $500/year.
At Beratung we are committed to elevating the profession through our commitment to CFP® professionals. We are committed to hiring CFP® professionals and helping our team members become a CFP® professional by providing the coursework and first attempt at the exam at no cost.
70-85 married with adult children
$3-10 million in investments
How can I use my resources to help my children and the charities we support?
We are here to empower your work! One of our core values is charitable and we believe the non-profits in America are vitally important to our communities. We partner with non-profits to help them be good stewards of their resources. The challenges of a non-profit are unique and it’s important to work with a planner that understands your needs.