Retirement Planning Services Pricing Guides

• Implement Value-Based Pricing in Your Financial Planning Firm

  Learn how to define, quantify, and communicate the true value of your retirement planning services to justify premium pricing and increase client satisfaction.

• How to Send Financial Planning Proposals That Win Clients

  Master the art of presenting your financial planning fees and proposals. Learn how to structure documents that clearly communicate value and secure new clients.

• Best Proposal Software for Financial Advisors & Planners

  Explore top software tools designed to help retirement planners create professional, compliant, and effective pricing proposals to streamline sales.

• Packaging Retirement Planning Services: Create Service Tiers

  Learn how to bundle your financial planning services into clear, compelling packages (Good, Better, Best) that appeal to different client needs and budgets.

• Pricing Retirement Planning Services: A Modern Guide

  Discover modern pricing strategies for your retirement planning firm. Move beyond traditional models to increase profitability and better reflect the value you provide.

• How Much Should You Charge for Financial Planning Services?

  Practical advice on setting fees for comprehensive financial and retirement planning. Learn how to price services based on value, not just assets or hours.

• Essential Discovery Questions for Retirement Planning Clients

  A guide to conducting thorough discovery calls and meetings to understand client needs, define scope, and inform accurate, value-aligned pricing.

• Streamlining the Financial Planning Client Onboarding Process

  Ensure a smooth transition from prospect to client. Learn how effective onboarding sets expectations, protects momentum, and justifies the investment.

• Retirement Planning Pricing Models: Beyond AUM and Hourly

  Compare different pricing models for retirement planning, including fixed fee, subscription, and tiered packages. Find the best fit for your firm and clients.