Future Perfect Planning LLC

Fees and Compensation - Item 5

 Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing the
 investment advisory contract, the investment advisory contract may be terminated by the client within five (5)
 business days of signing the contract without incurring any advisory fees. How we are paid depends on the type
 of advisory service we are performing. Please review the fee and compensation information below.
 Initial plan: Our fee for in-depth planning services ranges from $4,000 to $6,000, depending on the complexity of
 the client’s financial situation and the scope of the financial plan. On occasion, we may accept a more limited
 scope plan for clients with very simple situations and will adjust the fees accordingly. The fee is payable in
 advance, upon receipt of the agreement setting forth the scope of services. This service is completed within 3
 months of execution of the planning agreement.
 Ongoing comprehensive financial planning: An annual retainer fee will be quoted to clients before continuing
 with an ongoing planning relationship. The fee is typically paid monthly or quarterly and will be disclosed in the
 agreement with the client.

Future Perfect Planning, LLC
Form ADV Part 2A Brochure

 Investment management: Our standard advisory fee is based on the market value of the assets under
 management for all accounts managed for a household and is calculated at 0.75% per year. Advisory fees are
 directly debited from client accounts. Accounts initiated during a calendar quarter will be charged a pro-rated fee
 based on the amount of time remaining in the billing period. Upon termination of the account, any unearned fee
 will be refunded to the client.

 Other Types of Fees and Expenses
 For investment management clients:
 Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which
 may be incurred by the client. Clients may incur certain charges imposed by custodians, brokers, and other third
 parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and
 electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual fund
 and exchange traded funds also charge internal management fees, which are disclosed in a fund’s prospectus.
 Such charges, fees and commissions are exclusive of and in addition to our fee, and we shall not receive any
 portion of these commissions, fees, and costs.
 For financial planning only clients:
 When implementing an investment recommendation, the client may incur additional fees such as brokerage
 commissions, transaction fees, and other related costs and expenses. Clients may incur certain charges imposed
 by broker-dealers, and other third parties such as custodial fees, deferred sales charges, odd-lot differentials,
 transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and
 securities transactions. Mutual fund and exchange traded funds also charge internal management fees, which are
 disclosed in a fund’s prospectus. Such charges, fees and commissions are exclusive of and in addition to our fee,
 and we shall not receive any portion of these commissions, fees, and costs.
 Item 12 further describes the factors that we consider in selecting or recommending broker-dealers for client’s
 transactions and determining the reasonableness of their compensation (e.g., commissions).
 We do not accept compensation for the sale of securities or other investment products including asset-based
 sales charges or service fees from the sale of mutual funds.

                          Performance-Based Fees and Side-By-Side Management - Item 6

 Performance based fees are based on a share of capital gains on or capital appreciation of the Client’s assets.
 We are not compensated on the basis of performance-based fees.

Types of Clients - Item 7

 We provide financial planning and portfolio management services to individuals, couples, and families.
 We do not have a minimum account size requirement.

                        Methods of Analysis, Investment Strategies and Risk of Loss - Item 8