Personal Consult
A One-On-One Session With a Certified Financial Planner™ for What You Need Right Now
Make Sense of Your Financial World
Book a Personal Consultation
Knowing what to invest in or if your current portfolio is the right match can help you stay on track (and maybe sleep better at night). Talking over your finances may have the same effect. Complete the form below to schedule a one-time session or financial planning sessions with a certified financial planner.
One-Time Advice Session
• Discuss your investing and risk needs
• Review your current portfolio
• Receive portfolio recommendations
• Get specific financial questions answered*
• Discuss next steps
• $150
Financial Planning
• Discuss your financial situation, including goals, investments, family needs, retirement planning and more over two or three sessions with a consultant
• Receive a financial plan—your roadmap for success
• Create action items and review your next steps
• $350
Financial questions may include topics such as withdrawing funds for retirement, taking social security, investing for college and converting to a Roth IRA among others.
Getting Started
Both the one-time session and financial planning sessions begin with an initial 15-minute call (at no charge) to identify your needs and to schedule your personal consultation.
You'll be charged after the personal consult, based on your chosen option—a one-time session or a financial plan.
If you choose a one-time session and decide within 90 days you’d like a financial plan, the $150 fee will count toward the financial planning fee. Get started by filling out the form.
Complete the form and a member of the team will call you.
Other Options to Match Your Needs
Digital Advice
Get a clear direction and a recommended investment online that’s engineered by real people who manage the portfolio now and into the future.
In-Depth Premium Advice
When your finances feel complex or you want ongoing advice, join our Private Client Group. It’s our highest level of service for your journey.
Related Topics for Seeking Financial Advice
American Century's advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. These advisory services provide discretionary investment management for a fee. The amount of the fee and how it is charged depend on the advisory service you select. American Century’s financial consultants do not receive a portion or a range of the advisory fee paid. Contact us to learn more about the different advisory services. All investing involves the risk of losing money.
Digital Advice is provided by American Century Investments Private Client Group, Inc., a registered investment advisor, for clients with a minimum $10,000 investment. Digital Advice provides discretionary investment management. American Century does not charge an advisory fee for this discretionary advice. The Journey Portfolios offered through Digital Advice all contain American Century exchange traded funds (ETFs) and mutual funds, which charge investors investment management fees, underlying fund fees, and other administrative and servicing fees. Depending on the different weightings or allocation of such ETFs and mutual funds, your fees for investing in a Journey Portfolio will vary, but generally range from 0.25% to 0.40% per year. American Century Investments' financial consultants do not receive a portion, or a range of the advisory fee paid by clients. Client-oriented trades outside of our recommendations, personal consultations by phone or in-person with our financial consultants, and other activities like wire transfer fees are offered for an additional fee.
All investing involves risk.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.