Financial Planning Solutions

Financial Planning Solutions

Reliant Wealth Management's financial planning solutions are specifically designed to meet the needs of our clients, regardless of income, assets or net worth. While the exact cost of our Comprehensive Financial Planning services vary depending on the unique circumstances of our clients, a good estimate is provided below.

Retirement Review (2 Hours)

30 Minute Review of Your Financial Statements 
30 Minute Discussion of Long-Term Goals
One Hour Planning Session
Virtual Meetings Available  
Face-to-Face Meetings Available (Austin, TX Only)
Flat Rate Fee For All Clients: $300
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Comprehensive Planning

Discussion on Investment Basics 
Determine Investment Risk Tolerance
Review and Analyze Retirement Accounts
Review and Analyze Personal Investment Accounts 
Review of overall financial health
Long-term Goal Setting
Retirement Simulation Depicting Two Unique Scenarios 
Review Life Insurance Needs 
Create and Implement a Monthly Savings Plan to Meet Long-Term Needs 
Services Typically Range Between: $1,000 - $2,500
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