Fee for Holistic Planning Services |
Discovery and Holistic Plan |
Business / Corporate
Individual / Family |
$1,500.00
$500.00 |
| Financial Planning Maintenance Fee |
Business
Individual / Family |
$250.00*
$100.00* |
| Please note the Plain Maintenace fee is the monthly fee we charge to maintain your plan. Please refer to the "Maintaining Your Plan" section for futher details on what is included in this monthly fee. |
*Implementation Offset
Clients will be rewarded for having SentryGroup quarterback the implementation of their plan. |
Referral Fee Rebate Plan
Sentry Group firmly Believes in helping our clients grow their business through referrals and we hope you feel the same. As such, for every new client you refer you will recieve: |
Business Owner Referral
Individual Referral |
$500.00
$200.00 |
Ask us about our Sentry Group Business to Business Networking! |
