Nofal Insurance and Wealth
Financial Planning Fees

Three ways to plan. One flat fee each.

Every plan is a fixed-scope engagement with a fixed price, a defined number of meetings, and a delivery date. Nothing is sold inside the fee. You'll know what you're buying before you pay a dollar.

“Plans are worthless, but planning is everything.”

Fixed scope · Fixed price

The plans

Prices are the full fee. The Financial Plan and All-Inclusive Plan are paid half at signing and half when your plan is delivered; Life Foundations is paid in full at checkout.

Life Foundations Plan artwork

Education + Estate Plan

Life Foundations Plan

$1,000
paid in full at checkout

Built for young families getting started. No asset minimum, nothing to buy.

  • Two 30-minute financial education sessions
    Led by us, or driven entirely by your questions
  • Full estate plan
    Revocable family trust, pour-over will, durable financial and healthcare powers of attorney. Sharia-compliant estate planning available on request.
  • One-hour estate plan review
    Walk through every document with us before you sign

Educational only. Does not include the data gathering, written packet, or specific investment, insurance, or tax recommendations in the other two plans. Three sessions, usually complete within 60 days.

Purchase and book your first session

Secure checkout by Stripe. You'll be taken straight to the calendar after payment.

Financial Plan artwork

Written Plan + Recommendations

Financial Plan

$2,000
$1,000 at signing · $1,000 at delivery

A complete written plan you can implement through us, another provider, or on your own.

  • Full financial data gathering and analysis
    Household cash flow, assets, debts, benefits, goals
  • Tax evaluation and planning considerations
  • Retirement, insurance, and investment review
  • Written planning packet
    With a one-page summary of actionable recommendations
  • 12 months of access for financial questions after delivery

Four meetings: Discovery & Vision, Data & Goals, Plan Presentation, 30-Day Check-In. Plan delivered in about 5–6 weeks. Unusually complex situations may carry a $300–$500 surcharge, agreed in writing before you sign.

Book a 15-minute discovery callAlready signed your agreement? Pay your deposit →

We'll confirm fit, send the engagement agreement to e-sign, then your deposit link.

Most complete
All-Inclusive Plan artwork

Plan + Execution + Estate Plan

All-Inclusive Plan

$3,000
$1,500 at signing · $1,500 at delivery

Everything in the Financial Plan, executed with you, with your estate plan included.

  • Everything in the Financial Plan
  • Facilitation and execution of the recommended strategies
    We handle the paperwork and follow-through
  • Placement through our agency or a third party of your choosing
  • Full estate plan
    Revocable family trust, pour-over will, durable powers of attorney. Sharia-compliant estate planning available on request.
  • 12 months of access for financial questions after delivery

Move $100,000 or more to our management and this fee drops by $1,000; $200,000 or more by $2,000; $500,000 or more and it is waived. Ask about the asset-management option on your call.

Book a 15-minute discovery callAlready signed your agreement? Pay your deposit →

We'll confirm fit, send the engagement agreement to e-sign, then your deposit link.

All planning engagements are subject to our Planning Engagement Terms.

Planning & investment services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning Coordination
  • Tax-Aware Planning
  • Generational Wealth Planning
  • Family Office Coordination
From discovery to follow-through

How a planning engagement runs

The four meetings, in order. Financial Plan and All-Inclusive clients go through all four; Life Foundations follows its own three-session path.

  1. Meeting 1 · 60 min01

    Discovery & Vision

    What you want your money to do, what a great outcome looks like, and what we'll gather next.

  2. Meeting 2 · 60 min02

    Data & Goals

    We walk through your PreciseFP data together, fill the gaps, and set the goals the plan will be built around.

  3. Meeting 3 · 60 min03

    Plan Presentation

    Your written packet, the one-page recommendation summary, and your RightCapital login. Balance is invoiced here.

  4. Meeting 4 · 30 min04

    30-Day Check-In

    What got done, what's stuck, and what needs a nudge. Then annual reviews each fall.

Before you begin

Questions people ask before they buy

Do I have to buy anything?+

No. The planning fee is the only cost of the plan. If you choose to place insurance through our agency, we are paid a commission by the carrier, and we tell you that up front. You can implement anywhere.

Why is the estate plan a third-party document?+

The trust, will, and powers of attorney are prepared by an independent estate-document provider. Their direct price for a comparable plan typically runs $600–$800; we are billed at wholesale and keep the difference as compensation for coordination. We are not a law firm, and you may use any attorney you prefer.

What if I'm not sure which plan fits?+

Book the 15-minute discovery call. Five minutes on how we work, ten on your situation, and you'll leave with a recommendation, not a pitch.

Can I upgrade later?+

Yes. Life Foundations clients who upgrade within 90 days have the $1,000 credited toward the new tier.

Where do the meetings happen?+

Zoom, or in person at our Brentwood office on Virginia Way. Every meeting is booked from a link you receive right after payment or signing.

What happens after the plan is delivered?+

You keep your RightCapital login, you can ask financial questions for 12 months, and each October you'll get a link to book your annual review.

Nofal Insurance and Wealth is the marketing name for Nofal Insurance Services LLC (a licensed insurance agency) and Nofal Financial Group LLC (an investment advisor registered with the State of Tennessee). Financial planning services are provided by Nofal Financial Group LLC. Insurance products placed through Nofal Insurance Services LLC are separate from advisory services and generate commissions. Full descriptions of services, fees, and conflicts of interest are in Form ADV Part 2A and 2B, provided before or at the time of engagement and available on request.

Regulatory: Nofal Financial Group LLC, CRD 340662 · View our Form ADV · Part 2 brochures

5123 Virginia Way, Suite A-13, Brentwood, TN 37027 · 629.333.2233 · Fees subject to change with notice.