Escient Financial

SIMPLE FLAT-RATE FEES.

NO PERCENTAGES. NO CONFUSION.

Advice-Only

Escient Financial delivers sound, professional financial advice and recommendations to lead you toward achieving your goals. You will not be sold a product, and you can leave your accounts where they are. It's financial planning and investment advice simplified! Learn More

Fee-Only

Escient Financial does not sell any investment products, represent any product or company, and does not receive any commissions or fees for your investing in any specific investments. Learn More

Flat-Fee

Escient Financial makes things simple with a simple flat fee so you know how much you're paying and what you're pay for. No percentages. No confusion. Learn More

Fiduciary

Escient Financial  has a fiduciary duty to put your interests ahead of its own, so you can be assured the advice you're given will always be what is believed to be best for you. Learn More

MULTIPLE SOLUTIONS FOR YOUR NEEDS


PRICING

COMPREHENSIVE FINANCIAL PLANNING

GET A REAL FINANCIAL PLAN THAT COVERS ALL THE MAJOR AREAS OF YOUR FINANCIAL LIFE

  Possibilities & Goal Planning

  Cash Flow & Budgeting

  Debt Management

  Digital Assets & Cryptocurrency*

    Emergency Fund 
  Insurance Planning

  
Net Worth Tracking

  Purchasing a Home

  Risk Management
  Business Planning
  Education Savings
  Employee Benefits Optimization
  Social Security

  Investment Analysis

  Personalized Investment Advice
  Investment Education 

    Real Estate Investment Planning
    Retirement Planning 
  Estate Planning

  Tax Panning

ESCIENT FINANCIAL'S

SIMPLE FLAT-RATE FEES

ESCIENT FINANCIAL'S

SIMPLE FLAT-RATE FEES

COMPLETE COMPREHENSIVE FINANCIAL PLAN

  6 Months of Comprehensive Financial Planning

  Complete Personalized Comprehensive Financial Plan  

  24/7 Access to Your Financial Plan & Client Portals

  Unlimited Access to Your Financial Planner/Advisor

  Implementation Support

  Accountability

  Periodic Review Meetings

  Budgeting Tool

  Digital Vault Storage

  Financial Plan Monitoring

  Extended Schedule Availability

  Unlimited Phone & Email Support

  Weekly Insights Newsletter


Average Price

$4,800

Varies depending on complexity, based on $300 hourly rate.

50% payment at start, then 5 equal monthly payments.


Single Individuals


$3,000

$1,500 initial payment, then 5 monthly payments of $300



Single Individuals


$3,500

LIMITED TIME PROMOTION

$2,500

$1,000 initial payment, then 5 monthly payments of $500

$1,000 initial payment, then 5 monthly payments of $300



Couples & Families


$4,000

$2,000 initial payment, then 5 monthly payments of $400



Couples & Families


$5,000

LIMITED TIME PROMOTION

$3,500

$1,500 initial payment, then 5 monthly payments of $700

$1,500 initial payment, then 5 monthly payments of $400



KEEP IT GOING

​STAY ON THE RIGHT PATH TOWARD ACHIEVING YOUR GOALS

Once your Complete Comprehensive Financial Plan term has ended, it's important to know that as your life changes your financial plan needs to change with it so that you're able to adapt to new financial risks and opportunities. For those situations, Escient Financial offers optional Ongoing Comprehensive Financial Planning for clients who want additional support with implementation and financial plan updates.

ONGOING COMPREHENSIVE FINANCIAL PLANNING
​(optional for clients who have completed a complete comprehensive financial plan)

  Ongoing Comprehensive Financial Planning

  Complete Personalized Comprehensive Financial Plan  

  24/7 Access to Your Financial Plan & Client Portals

  Unlimited Access to Your Financial Planner/Advisor

  Implementation Support

  Accountability

  Periodic Review Meetings

  Budgeting App

  Digital Vault Storage

  Financial Plan Monitoring

  Extended Schedule Availability

  Unlimited Phone & Email Support

  Weekly Insights Newsletter


Average Price

$3,600 Annually

Paid monthly after initial 6-month complete comprehensive financial plan.

Price varies by complexity, based on $300 hourly rate. Cancel anytime with 30-day notice.



Single Individuals


$1,800 Annually

$300 monthly after initial 6-month complete

comprehensive financial plan is complete

cancel anytime with 30-day notice




Single Individuals


$1,500 Annually

$125 monthly after initial 6-month

comprehensive financial plan is complete

cancel anytime with 30-day notice



LIMITED TIME PROMOTION

$1,200 for 1 Year

$100 per month for the first year when continuing financial planning within 30 days of completion of an initial comprehensive financial plan




Couples & Families


$2,400 Annually

$400 monthly after initial 6-month complete

comprehensive financial plan is complete

cancel anytime with 30-day notice




Couples & Families


$2,400 Annually

$200 monthly after initial 6-month

comprehensive financial plan is complete

cancel anytime with 30-day notice



LIMITED TIME PROMOTION

$1,800 for 1 Year

$150 per month for the first year when continuing financial planning within 30 days of completion of an initial comprehensive financial plan




*Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

HOURLY FINANCIAL PLANNING

Looking for some quick answers or want a review or update to your existing financial plan without a monthly fee?

Hourly financial planning is for you. We'll cover any and all areas you want for a simple hourly rate.

$300 / Hour

One-hour minimum, then $30 every 6 minutes

Some of the financial planning focus areas that can be covered by hourly financial planning include:

  Possibilities & Goal Planning

  Cash Flow & Budgeting

  Debt Management

  Digital Assets & Cryptocurrency*

  Insurance Planning

  Emergency Fund

  Purchasing a Home

  Risk Management

  Business Planning

  Education Savings

        Employee Benefits Optimization
  
Social Security

  Real Estate Investment Planning

  Investment Analysis

  Personalized Investment Advice

  Investment Education

  Retirement Planning

    Estate Planning
  
Tax Planning


Not ready for Comprehensive Financial Planning?

Get your debt under control, turn your cash flow around, and prepare for your future with...

STARTER ONGOING FINANCIAL PLANNING

If you're just getting started with your finances, Escient Financial can help you establish yourself as you work towards reducing and eliminating debt, prepare yourself financially for emergencies, and get ready to invest your hard-earned money so you can begin achieving your larger goals.

Starter Ongoing Financial Planning includes the following focus areas: 

  Possibilities & Goal Planning

  Cash Flow & Budgeting
  Debt Management

  Emergency Fund

  Insurance Planning

  Purchasing a Home

  Risk Management

  Net Worth Tracking

  Unlimited Access to Your Financial Planner/Advisor

  Unlimited Phone & Email Support

  Accountability

 Periodic Review Meetings


  24/7 Access to Your Financial Plan & Client Portals

 Digital Vault Storage

 Financial Plan Monitoring

 Weekly Insights Newsletter


Single Individuals


$600 Annually

$300 initial payment, then $50 per month thereafter

cancel anytime with 30-day notice




Couples & Families


$900 Annually

$450 initial payment, then $75 per month thereafter

cancel anytime with 30-day notice



Starter Ongoing Financial Planning is intended for those with low complexity. Inquire for more information.

2 WAYS TO GET STARTED

Let's Meet First

Want to learn more about me and tell me more about you to see if we're a good match? That sounds great! Let's meet. Go ahead and click the button below to schedule a meeting right now.

Find Out More with a FREE Introductory Meeting

Get Started Immediately

Real financial planning is the right way to go, isn't it? Jump right in, right now, and get started with your financial plan today with a FREE 7-DAY TRIAL, complimentary Real Financial Planning Experience meeting, and review of your current financial situation. There's NO COST and NO OBLIGATION. Click the button below to see how.

See How to Get Started Now

Still Have Questions?

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Find Out More with a FREE Introductory Meeting