Life Planning Partners Inc

Item 5 Fees and Compensation

Fees
Annual Advisory Services
The fee for this engagement is a fixed fee based on the complexity of the client’s financial needs and situation.
Factors considered in setting the client fee include: number of household members, amount of financial planning
required, number and type of accounts, net worth, life stage, business interests, real estate ownership, trust
arrangements, etc. We may provide account services for members of current client households or their families,
such as dependent children of a client, for no additional fee. When we provide short-term or one-off planning or
account services, we may complete them without additional fees.

While we do not have a minimum investment account size, our minimum fee is $2,500 per quarter. Fees may be
negotiable, and we reserve the right to decline situations which we consider not complicated enough to warrant
our minimum fee. Alternatively, we may agree to negotiate a lower fee for simpler situations.

The annual fee for services is billed quarterly, in advance. Fees may be assessed on a pro rata basis for the initial
quarter from when services are provided. We will either invoice you directly, or we will instruct the qualified,
independent custodian holding your funds and securities to deduct our fee directly from your account each
quarter.

Either party may terminate the management agreement within five days of the date of acceptance without
penalty or fee. After the five-day period, either party, upon 30 days written notice to the other, may terminate
the agreement. The management fee will be pro-rated for the quarter in which the cancellation notice was given,
and any unearned fees will be refunded to you.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in mutual funds
and exchange traded funds. The fees that you pay to our firm for investment advisory services are separate and
distinct from the fees and expenses charged by mutual funds or exchange traded funds (described in each fund's
prospectus) to their shareholders. These fees will generally include a management fee and other fund expenses.
You may also incur transaction charges and/or brokerage fees when purchasing or selling securities. The broker-

dealer or custodian through whom your account transactions are executed typically imposes these charges and
fees. We do not share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
custodian. To fully understand the total cost you will incur, you should review all the fees charged by mutual
funds, exchange traded funds, our firm, and others. For information on our brokerage practices, please refer to
the "Brokerage Practices" section of this brochure.

Pension Consulting Services
We are compensated by an annual fixed fee for any one or all of the services, and such fees will generally range
between $3,000 and $12,000. At our discretion, these fees may be negotiable depending on the scope and
complexity of the plan and services to be provided. We require that you pay the fee quarterly in advance. In all
circumstances, the fees to be paid and the fee-paying arrangements will be clearly set forth in the pension
consulting agreement between us.

You may terminate the pension consulting agreement within five days of the date of acceptance without penalty.
Thereafter, either party may terminate the pension consulting agreement by providing (30) days written notice
to the other party. The pension consulting fees will be pro-rated for the quarter in which the cancellation notice
was given, and any unearned fees will be refunded to you.

Advisory Consulting Services
We charge an hourly fee for advisory consulting services of $200. This fee may be negotiable depending on the
scope and complexity of the service being provided. If you become a retainer client of our firm, the fee may be
credited towards your first quarter retainer fee.

Item 7 Types of Clients

We offer investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and
charitable organizations.

Our minimum fee is $2,500 a quarter and is based on the scope and complexity of the engagement. We do not
have a minimum investment account size. But because of the minimum fee, clients who benefit from our fee
structure tend to be people with higher net worth and/or complicated planning needs. Fees may be negotiable,
and we reserve the right to decline situations that we consider not complicated enough to warrant our minimum
fee. Alternatively, we may agree to negotiate a lower fee for such simpler situations. Note that clients who
engaged us prior to March 2015 have grandfathered fees. Subsequently these clients may have a lower fee than
our current minimum and are not subject to the new higher minimum fee.