From the beginning, the goal of Outside the Box Financial Planning was to provide affordable, high quality financial advice to CrossFit Affiliate Owners. Therefore, we created a pricing structure that is simple, transparent, and requires no commitment. If at any point you are not happy with the service and/or quality of the financial advice you receive, you are free to terminate our relationship.

Comprehensive Financial Planning

Financial Planning is an ongoing process that helps you make well informed decisions throughout various stages of your life. To help you accomplish this, we offer a flat fee Initial Financial Plan Development for $1,000 followed by a monthly subscription of $200/month for one individual and $300/month for a couple. This service level includes:

  • Income and Expense Management
  • Asset and Liability Management
  • Saving and Investment Planning
  • Personal and Business Tax Planning
  • Wealth Protection and Preservation
  • Corporate and Employee Benefits
  • Credit Score Review and Recommendations
  • Life Events and Large Purchase Planning
  • Behavior Coaching

Click here to download a sample Service Calendar.

Investment Management

With Financial Planning Programming you will receive detailed investment recommendations. Some people choose to handle this aspect of financial planning themselves; others would rather have a professional handle it. In order to maximize flexibility in our service offering, we give you a choice. If you would like us to handle your assets, we charge 0.50% for assets under management. Investment Management includes:

  • Risk Tolerance Review
  • Asset Allocation Design
  • Portfolio Monitoring
  • Portfolio Re-balancing
  • Ongoing education and support

A La Carte

This is a standalone service that is meant to give you an idea of what it is like to work with us. At a flat fee of $500, you can choose from one of the services below. This service entitles you to a Discovery Meeting and a Recommendations Meeting. Between those two meeting, we will provide unlimited email and phone support.

Personal Evaluation

  • Financial status

  • Statement of Financial Position

  • Cash Flow statement
  • Budget
  • Capital needs analysis (e.g., insurance, retirement, college planning, major purchases)

Business Evaluation

  • Business tax structure

  • Business Liability structure

  • Employer Benefits
  • Succession planning and exit strategy
  • Risk Management

You will receive a summary of actions steps to take and recommendations for the best way to take them. Choose to implement them on your own or upgrade to Comprehensive Financial Programming and/or Investment Management services explained above. Your fee will be adjusted to reflect work already completed.