Your financial journey begins here.

Whether you’re beginning your career, eyeing retirement, faithfully saving for the future, or joyfully spending today, Concordia’s services are designed to be flexible and customized to fit your circumstances.

Comprehensive Wealth Planning

The Comprehensive Wealth Planning Program combines our Financial Planning, Investment Management, Professional Coordination, and Technology & Reporting services into a single, turnkey program. As we expect our clients’ personal and financial circumstances to change, we fully expect the type of financial planning and services to change as well. Priced at a flat, fixed fee on an ongoing, annual basis, the Comprehensive Wealth Planning Program was designed to evolve as our clients’ circumstances do.
Compare Our Plans

Basic Wealth Planning

Our Wealth Planning LITE Program provides financial planning and recommendations for individuals and businesses seeking an express planning package to fit their budget.

Our LITE program includes a comprehensive financial plan, our signature Priorities Process, planning recommendations, and investment analysis and recommendations.

Select a Program, Upgrade Any Time

Basic and Enhanced program members can discuss upgrading their program option at any time.

The Priorities™ Exercise
Initial Preparedness™ Scores
FP & Recommendations
Risk Tolerance Analysis
Investment Advice
Estate Planning
Tax Planning
Review Meetings
SAGE Tuition Rewards
Professional Coordination
Next Gen Planning
Business Planning

Basic

One-Time
Recommended Allocation
Checklist
Checklist
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Enhanced

Ongoing
+ Allocation Analysis
Document Summary
Prior Year Analysis
Twice a Year
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Comprehensive

Ongoing
+ Inv Recommendations
+ Intentions Meetings
+ Collaboration
4 Times a Year
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Investment Administration
Business Consulting

Add-Ons

0.10% to 0.50%*
Per Engagement
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LITE

Comprehensive Financial Plan
The Priorities™ Process
Initial Preparedness Scores
Planning Recommendations
Investment Analysis and Recommendations
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Comprehensive

Comprehensive Financial Plan
Ongoing Planning Review
The Priorities™ Process
Initial Preparedness Scores
Priorities™ and Preparedness Scores Review
Planning Recommendations
Next Gen Planning
Business Planning
Investment Analysis and Recommendations
Investment Policy Statement
Investment Management
Technology and Reporting
Professional Coordination
SAGE Tuition Rewards
Max High Yield Banking
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Program Pricing

Concordia’s team determines each program’s fee based on a client’s net worth, income and the projected complexity of the client’s planning. The fee is then discussed and negotiated with the client, and is charged annually for the period agreed upon.

Try our Fee Calculator to get a quick estimate!

Comprehensive Wealth Planning
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You don’t need to be extraordinarily wealthy to benefit from wealth planning services!

We welcome anyone who wants to proactively plan for their future, navigate a life transition, or stay up to date with their current financial landscape.

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