We Have a Plan for You, No Matter Where You’re at on Your Journey

Which Solution is Right for Me?

Choose Your Plan:

Foundational Financial Planning:

Core Financial Planning:

Enhanced Financial Planning:

Client Email Newsletter

Asset Allocation to Align with Goals

Intelligent Rebalancing + Diversification

Quarterly Market Commentary

Annual Review Meeting

Client Portal Access to Track Wealth + Goals

Customized Financial Plan

Goals-Based Life Planning

Cash Flow + Debt Management

Home Purchase Planning

Education Funding Planning

Risk Management (Insurance) Analysis

Retirement Planning

Student Loan Analysis + Planning

Employee Benefit Review

Tax Planning

Estate Planning

Client Education + Appreciation Event(s)

Semi-Annual Review Meeting

Unlimited Phone + Email

Credit Card Review + Optimization

Financial Aid Analysis + Planning

Medicare Planning

Social Security Analysis + Planning

Stock Option Planning

Retirement Income Planning

Credit Score Coaching + Monitoring

Balance Sheet + Net Worth Statements

Tax Projections + Preparation Services

Business Planning

Enhanced Estate + Charitable Planning

Best For

Young Professionals + Families just getting started in their Financial Planning journey

Mid Career Professionals + Families looking to stay on track for retirement, while also starting a foundation for the children

Late Career Professionals + Families aged 50+ planning to retire in the next 5 years, who have accumulated $500,000 of Investments or more

Price

0.75% of all Assets Under Management + $75/month Financial Planning subscription

Minimum annual fee of $3750

Minimum annual fee of $7500

Subscription drops and eligible for ‘core’ services @ $500k of Assets Under Management Eligible for ‘enhanced’ services @ $1m Assets Under Management

If Hyperion Financial manages less than $250,000, an annually adjusted, prorated monthly fee is offered

If Hyperion Financial manages less than $500,000, an annually adjusted, prorated monthly fee is offered

If you’re saying to yourself, “I’m not quite ready to work with a financial planner on an ongoing basis. However, I still have a few pressing financial questions that I’d like help on. What Should I do?”

Try our Project-Based Financial Planning!

Project-Based Plans start at $495 and can vary in cost based upon complexity. Project-Based Planning includes:

A 60-90 minute in-person meeting or video conference

An in depth discussion of your most pressing financial topic

A follow up email with detailed recommendations and a full implementation guide delivered within 1 week of the planning meeting

Unlimited email support during the implementation phase

Ready to get started?

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