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:
Weekly Email Newsletter
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Asset Allocation to Align with Goals
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Intelligent Rebalancing + Diversification
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Quarterly Market Commentary
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Annual Review Meeting
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Client Portal Access to Track Wealth + Goals
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Customized Financial Plan
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Client Education + Appreciation Event(s)
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Cash Flow + Debt Management
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Home Purchase Planning
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Education Funding Planning
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Risk Management (Insurance) Analysis
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Retirement Planning
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Student Loan Analysis + Planning
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Employee Benefit Review
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Tax Planning
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Estate Planning
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Goals-Based Life Planning
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Semi-Annual Review Meeting
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Unlimited Phone + Email Support
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Credit Card Review + Optimization
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Financial Aid Analysis + Planning
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Balance Sheet + Net Worth Statements
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Credit Score Coaching + Monitoring
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Stock Option Planning
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Retirement Income Planning
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Social Security Analysis + Planning
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Medicare Planning
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Tax Projections + Preparation Services
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Business Planning
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Enhanced Estate + Charitable Planning
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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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