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Pricing

Hourly Planning Fee

$250/HOUR

Maximum of 12 hours per year

* See Pricing Disclosure

This option is available for help on the following topics:

  • Social Security decisions
  • Budgeting/debt management
  • Mortgage payment decisions
  • Major purchase decisions (e.g., lease vs. buy)

Complete Financial Plan and Consulting

Our Financial Planning Fees

Are you now in the thick of a fantastic career? Are you tracking toward the retirement you want? Are you
overwhelmed by the extreme amount of financial advice and tools out there? This plan will help filter out the noise
and customize a solution that is best suited for you and your goals.

* May increase depending on complexity

Our Finanical Planning and Business Consulting Fees

The cost to create and maintain your financial or business plan depends on the level of complexity. The more
complex the circumstances are, the more time we’ll spend working to create and maintain your plan. In every
case, our fee is flat, transparent, and agreed-upon during our first meeting. 

* See Pricing Disclosure

Assets Under Management

My Advisor Fee is

$0 - $1,000,000

1%

$1,000,000 - $3,000,000

0.85%

$3,000,000 +

0.65%

Good financial advice is attainable for all, regardless of assets.
* See Pricing Disclosure

Our process

Introductory Chat
15-20 minutes

Do we like each other? Can we work together? Can I provide what you are looking for? All questions that must be answered before we go any further. This is complimentary.

Big Picture
60 minutes

What are your goals? What does the ideal picture of your life look like in three years? Five years? Ten Years? Are you ready to start working toward those goals?

Zoom In
60 minutes

What are assets already accumulated? What are the benefit packages at work? Are you pleased with current investments? Are you and your partner on the same page with what goals and savings should be ideally? Do you have tools in place to optimize your money strengths, and minimize your weaknesses?

Outline
60 minutes

Do these ideas sound doable? Is this a plan you can get excited about?

Get Started
60 minutes

Let’s implement these ideas and build your secure financial house!

curious about your finances?

Email your financial question
or click to schedule an introductory chat.

Schedule a Chat

Main Links

Contact Us

  • P: (520)270-4306
  • E: scarlett@fullmoonfinancial.com
  • A: 2355 E. Camelback Rd. Suite 501 Phoenix, AZ 85016
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Scarlett Vogel-Ham is licensed in AZ  to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AZ, CA, CO, DC, FL, HI, TX, UT and WA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Scarlett Vogel-Ham may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s registration requirements.  Follow-up, individualized responses to consumers in a particular state by Scarlett Vogel-Ham that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized invest advice for compensation, as the case may be, shall not be made without first complying with the state’s requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative or any financial institution they represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.  Scarlett Vogel-Ham, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Full Moon Financial is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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