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 flat monthly 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
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
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
Single Individuals
$1,800 Annually
$150 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
$200 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.
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.
