Services/prices

Explore Our Services & Transparent Pricing

Services & Pricing

At Lampodas Financial Group, we believe everyone deserves accessible, trustworthy financial guidance—no matter where they stand financially. Whether you’re taking your first steps toward financial stability or planning for a secure retirement, our services are tailored to meet you where you are and guide you toward where you want to be. We offer three distinct service models designed to suit a variety of needs and financial situations. For most clients, fees are conveniently billed quarterly from investment or retirement accounts. Alternatively, you can choose to pay directly via credit/debit card or ACH. Your journey begins with a complimentary consultation, where we work together to determine the service model that best fits your goals and financial landscape.

01.

Schedule Your Free Initial Consultation

Meet with us to discuss your goals and explore how we can help.

02.

Get Personalized Service Proposal

Receive a tailored plan outlining services aligned with your needs.

03.

Choose a Suitable Pricing Package

Select the pricing option that best fits your financial situation.

Services/Pricing

Lampados Financial Group: Service Offerings

At Lampodas Financial Group, we offer personalized financial planning and investment management designed to meet your unique goals—without hidden fees or confusing fine print. Our services are structured into clear models, so you know exactly what to expect. Whether you’re just getting started or planning for retirement, we’re here to support you with flexible options and transparent pricing.

Blueprint: Essential Financial Checkup

Who is this for?

Ideal for individuals or couples seeking foundational financial insights, ensuring clarity and proactive management of their financial health.
What's Included:

  • Access to Elements Financial App
  • Personalized Financial Health Checkup
  • Quarterly Updates and Action Steps
  • Key Financial Metrics Tracking

  • Most suitable for:

    Individuals/couples of all ages who are committed to an initial investment and a recurring automated investment plan

    Pricing:

    Individual: $200/month
    Couples: $300/month

    Framework: Comprehensive
    Financial Planning

    Who is this for?

    Perfect for professionals seeking detailed financial planning, personalized strategy, and accountability without direct investment management.
    What's Included:

  • Comprehensive Financial Plan Creation
  • Budget Coaching & Debt Optimization
  • Retirement Planning & Goal Setting
  • Quarterly Financial Check-ins
  • Unlimited Advisory Support

  • Most suitable for:

    Individuals/couples under age 40 with simpler financial situations

    Pricing:

    Individual: $6,000/year
    Couples: $8,000/year

    Engineered Wealth: Premium Comprehensive Planning + Investment Management

    Who is this for?

    Ideal for professionals who require comprehensive planning combined with strategic investment management tailored to their wealth-building goals.
    What's Included:

  • Everything from the Framework Tier
  • Tailored Investment Management & Portfolio Optimization
  • Proactive Tax Planning Strategies
  • Estate and Legacy Planning
  • Personalized Wealth Dashboard & Continuous Monitoring

  • Most suitable for:

    Over-40 investors in peak earning years, seeking guided recurring investment.

    Pricing:

    $6,000/year + 1% Assets Under Management (AUM) for portfolios above $250K

    Ready to Take Control

    Schedule a Free Consultation with Our Financial Experts Today.

    Find out how we can help you reach your financial freedom.
    Why Choose Us

    Experience the Difference with Our Expert Financial Services.

    Choosing the right financial partner can make all the difference. At Lampados Financial Group, we combine experience, integrity, and personalized service to help you make confident decisions about your financial future. Our fee-only, fiduciary approach ensures that every recommendation is made with your best interests at heart.

    Personalized Approach

    We tailor every financial strategy to your unique life goals and values.

    Fiduciary Commitment

    As a fee-only fiduciary, your best interest is always our top priority.

    Decades of Experience

    Benefit from 20+ years of trusted financial guidance and insight.

    How can we help?

    Find out how we can help you reach your financial freedom.

    Make a Call

    +877-558-8037

    Send Us Message

    chudi@lampadosfinancial.com

    Scroll to Top