Services

Wherever you are in your financial journey, we offer a variety of financial services to help you achieve your personal goals.

Select a Service to Learn More

You’re looking for assistance in all areas of your financial life.  We can work together to create a comprehensive personal financial plan to achieve your financial goals.

Whether you're a few years from retiring, transitioning into retirement, or already retired, we'll help you navigate your way to a comfortable and secure retirement.

You want your investments to reflect your values and future needs, but you may not know where to start.  We’ll help you implement a low-cost, broadly diversified investment portfolio that’s tailored to your unique goals.

Staib Financial Planning Services & Fees

Whether you’re looking for a comprehensive financial or retirement plan on a one-time or ongoing basis, or you simply have a few targeted areas in mind, we’re here to offer the customized solution and payment option that best meets your preference and unique needs.

Ongoing Services

Our retainer option is designed for clients who recognize the value of partnering with a trusted advisor who can provide services to them on an ongoing basis.  Our retainer fee varies depending upon the scope, complexity,  and level of services required.

Comprehensive Plan

Our comprehensive plan is offered at a one-time flat fee that varies depending on the scope and complexity of the services required. This option is ideal for those who wish to obtain a comprehensive financial or retirement plan but are comfortable and confident in implementing, managing and monitoring the plan on their own.

Hourly Services

For those who are simply looking for assistance in a few targeted areas, we offer our services on an hourly basis.  We will provide you a total estimate after discussing your requirements, prior to provisioning services.