It is some hourly rate total for the first annual meaningful advisement plan for tax efficiency planning and roth conversion calculation. However, I decided to use the Boldin aka formerly NewRetirement Planner Plus. The free version does not have the detailed roth conversion explorer based on different scenario. The Planner plus is $120 with a 14 days free trial. Since I already have a spreadsheet with all the fiancials stuff, it is a matter of plugging in the numbers and run the projections. Thet also offer 50 mins coaching sessions with a CFP for $250 to go over the numbers entered in the planner and answers some questions about the projections. Sure beat $6000!
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