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Level 1

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 Up to $3,500.

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Level 2

10-20 hours​ 

$3,500 to $7,000.

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Level 3

20-30 hours 

$7,000 to $10,500

Level 4

30-40 hours + 

$10,500 or more


New Client Initial Plan Pricing

What happens after the initial plan?

Existing clients are charged by the hour at $350/hour.
Future annual reviews are typically a fraction of the cost of the initial plan and often accomplished in a few hours
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Contact Us:

info@croftfinancialplanning.com

‪(802) 952-0209‬

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Copyright © 2024 Croft Financial Planning, LLC

Important Disclosures: Croft Financial Planning, LLC is a registered investment advisor offering advisory services in the State of New Hampshire, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles.

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