First session with VirtualSage™ is always Free/Complimentary and at no risk to the client in order to understand their specific goals and objectives.
This Fee is a method of compensation where a CFP or RRC professional is paid directly by the client for engaging us in Planning, Advisory and/or Periodic Monitoring capacity of their wealth management affairs.
The nature of the services will always be explicitly expressed in the form of a written Letter of Engagement (LOE) of the Financial Plan, Retirement Plan, etc.
The scope of our work upon which a Fee –For-Service will be established will always follow the steps below:
| Component | Included in Fee |
|---|---|
| Collection | Yes |
| Analysis/Synthesis | Yes |
| Narrative | Yes |
| Formulation of Strategies and Recommendations | Yes |
| Implementation of Product/Services *if mutually agreed by Planner and Client |
Yes* |
| Post-Implementation Periodic Monitoring Services **at a pre-established monitoring or hourly fee + applicable taxes |
Yes** |