Options designed to meet your needs
Partner fully with our team for a great start or mid-course correction, or connect briefly to get clarity on a question or two
There's a path that's right for you
Fee-only transparency | Fiduciary | No product sales | Experienced advisors
Don't wait to begin. Time is powerful.TriageMD Connect
Urgent advice.
$295 flat fee
Get answers about cash flow, an expense, retirement planning, your emergency fund, student loans, purchasing a home, or any other financial topic.
Understand your specific options and their respective risks and gain the confidence to make smart decisions.
Includes
- One-hour phone consultation
- Written summary with action items
- 30 minutes follow-up support
TriageMD Foundations
Comprehensive written plan.
$2,500 flat fee
Get an in-depth analysis of your financial life with recommendations.
- cash flow
- student loans
- strengths & weaknesses
- tax strategies
- investments
- estate planning
- insurance
- large expenses
- what-if scenarios
Your written plan covers all areas of your financial life and offers specific, detailed suggestions. It is entirely actionable.
Implement with TriageMD to set your plan in motion.
$2,500 semi-annually or $425/monthly*
*Full written plan fee credited against first year's cost
Implementation includes
- Dedicated program advisor
- Collaboration with other financial professionals on your team
- Detailed reporting
- Dedicated advisor support
- Investment management
- Investment advice across all your accounts
- Online portfolio access
Traditional Model
Comprehensive written plan.
$2,500 / $5,000 based on complexity
Get an in-depth analysis of your financial life with recommendations.
- cash flow
- retirement
- strengths & weaknesses
- tax strategies
- diversified, tax-aware, risk-based investments
- estate planning
- insurance
- large expenses
- what-if scenarios
Your written plan covers all areas of your financial life and offers specific, detailed suggestions. It is entirely actionable.
Implement with TriageMD to set your plan in motion.
traditional pricing
(investment management fee and fixed financial planning fee)
Relationship includes
- Hands-on, ongoing implementation & review
- Collaboration with other financial professionals on your team
- Detailed reporting
- Dedicated advisor support
- Investment management
- Investment advice across all your accounts
- Online portfolio access
Why you need a fee-only advisor
Fee-only advisors prearrange their fees and those fees are transparent and paid directly by the client. This is important because as the only way a fee-only advisor is compensated, it sets up the best interests of the client as the only incentive, and not financial rewards from other sources, such as the companies and products recommended.
- Fee-only may take various forms: monthly retainer, a percentage of assets managed, an hourly or project rate.
- In accordance with NAPFA, fee-only may not include: commissions, hidden fees, product sales, or third-party payments.
A fee-only advisor succeeds when his client succeeds. And with only a client’s success in view, an advisor is free to objectively explore the universe of potential solutions for that client. That’s important for you and your family.
Frequently Asked Questions
