Lifespan Financial Strategies Inc

Item 5 Fees and Compensation
Financial Planning Services

Our fee is $350.00 for the initial appointment and consultation. During this appointment the Adviser will
meet with Client to gather information about Client's financial circumstances and objectives; review and
analyze Client's information; and, provide a review of the client’s financial resources based upon an
analysis of Client's individual needs. Financial plans are based on Client's financial situation at the time
Adviser presents the plan to Client. Client is free at all times to accept or reject any recommendation
from Adviser, and Client acknowledges that, except as otherwise provided in a separate agreement for
services, Client has the sole authority with regard to the implementation, acceptance, or rejection of
any recommendation or advice Adviser may provide. Should Client choose to act on any of Adviser's
recommendations, Client is not obligated to implement the financial plan through any of Adviser's other
investment advisory services.

Thereafter the Adviser’s fees are based on an hourly rate of $150. The fee is negotiable depending
upon the complexity and scope of the plan, Client's financial situation, and objectives. The fees are
due and payable on completion of the contracted services.

We also offer advice on single subject financial planning/general consulting services at the same
hourly rate.

We will not require prepayment of a fee more than six months in advance and in excess of $1,200.

At our discretion, we may offset our financial planning fees to the extent you implement the financial
plan through our Portfolio Management Service. We do not charge you a separate fee for our Financial
Planning Services, for accounts, with at least, $100,000, when you implemented the financial plan
through our Portfolio Management Service.

Portfolio Management Services
Our fee for portfolio management services is based on a percentage of the assets in your account and
is set forth in the following annual fee schedule:

                                          Annual Fee Schedule

Assets Under Management Annual Fee
First $100,000 1.10%

Next $400,000 1.00%

Next $500,000 0.90%

Next $4,000,000 0.80%

Over $5,000,000+ 0.70%

If the agreement is executed at any time other than the first day of a calendar quarter, our fees
will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number
of days in the quarter for which you are a client. Depending on client circumstances, and at the sole
discretion of the advisor, fees may be negotiated on a case by case basis. Fees are paid quarterly and
in advance.

At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values will increase the asset total, which can result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.

We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an
account statement to you at least quarterly. These account statements will show all disbursements
from your account. You should review all statements for accuracy.

We encourage you to reconcile the invoices you receive from the TPMM with the statement(s) you
receive from the qualified custodian. If you find any inconsistent information between the TPMMs
invoice and the statement(s) you receive from the qualified custodian call our main office number
located on the cover page of this brochure.

You may terminate the agreement upon 30 days written notice. You will incur a pro rata charge for
services rendered prior to the termination of the agreement, which means you will incur advisory fees
only in proportion to the number of days in the quarter for which you are a client. If you have pre-paid
advisory fees that we have not yet earned, you will receive a prorated refund of those fees.

Selection of Other Advisers
When selecting other advisers, Lifespan Financial Strategies, Inc. will offer advisory services to Clients
through the AssetMark Trust Company. Platform ("AssetMark") or other Third Party Money Managers
(TPMM). We do not charge you a separate fee for the selection of other advisers. Advisory fees
charged by TPMMs are separate and apart from our advisory fees. Assets managed by TPMMs will be
included in calculating our advisory fee, which is based on the fee schedule set forth. The advisory fee
you pay to the TPMM is established and payable in accordance with the brochure provided by
AssetMark or the TPMM at the commencement of services.

You will be required to sign an agreement directly with the recommended TPMM(s), which includes
AssetMark. You may terminate your advisory relationship with the TPMM according to the terms of
your agreement with the TPMM. You should review each TPMM's brochure for specific information on
how you may terminate your advisory relationship with the TPMM and how you may receive a refund, if
applicable. You should contact the TPMM directly for questions regarding your advisory agreement
with the TPMM.

With regard to the AssetMark Platform, we assist the client in selecting the risk/return objective and
Portfolio Strategists that best suit the client’s objectives. The client then specifically directs the account
to be invested in accordance with the chosen investment solution. When the client selects the

investment solutions, the client further directs that the account be automatically adjusted to reflect any
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Item 7 Types of Clients
We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations, and other business entities.

Although our firm does not impose a minimum account size to become a client, the recommended
TPMM may require a minimum amount of investable assets to open and maintain an advisory
account. Please refer to the disclosure brochure of each TPMM for further information in reference to
minimum account size and fees charged by the TPMM.

The minimum investment required on the AssetMark Platform depends upon the Investment Solution

chosen for a Client’s account and is generally $25,000-$50,000 for Mutual Fund and $100,000 for ETF
Accounts, and from $50,000 to $500,000 for Privately Managed and Unified Managed Accounts,
depending on the investment strategy selected for the account. These minimums are described in
more detail in the AssetMark Platform Disclosure Brochure. Accounts below the stated minimums may
be accepted on an individual basis at the discretion of AssetMark.