Outbound Financial Inc

Item 5: Fees and Compensation
How OF, Inc. is paid depends on the advisory service package being performed. These were outlined above and the fees
for the specific packages can be found below.

Comprehensive and Ongoing Financial Planning
Clients pay an annual fee, paid on a quarterly basis. This fee is $9,600 - $2,400 per quarter. This fee is inclusive of Income
and Gift Tax Preparation, and Comprehensive and Ongoing Financial Planning as defined above. Fees for this service may
be paid by reduction from investment accounts, electronic funds transfer or check. This service may be terminated with
30 days’ notice. Any earned, but not yet billed, fees will be billed upon termination. Because fees are paid in arrears, no
rebate will be necessary upon termination.

Focused Financial Planning
Clients pay a fee of $4,000. $500 is due at the time that the engagement letter is signed, and the remainder is due at the
completion of the project. This fee is inclusive of a Statement of Financial Position and a Future Projection of Financial
Position and Cash Flows. Other services and discussions may be undertaken for an additional fixed fee or agreed upon
hourly fee. This service may be terminated with 30 days’ notice. Any earned, but not yet billed, fees will be billed upon
termination. Because fees are paid in arrears, no rebate will be necessary upon termination.

Wealth Management Services
The Wealth Management fee is 0.35% of assets under management and is based on the market value of the clients’
accounts. It is prorated and paid in arrears on a quarterly basis as of the last business day of the quarter. The fees may be
negotiable. No increase in the fee shall be effective without agreement from the client by signing a new agreement or
amendment to their current advisory agreement. See Item 15 for information regarding the direct withdrawal of fees
from the client’s account at the custodian.

Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time
remaining in the billing period. An account may be terminated with written notice at least 30 calendar days in advance.
Since fees are paid in arrears, no rebate will be needed upon termination of the account. For clients who terminate the
account during the quarter, fees will be calculated and due for any fees earned up to that point.

Financial Planning Hourly Fee
Our hourly rate is $250. The fee may be negotiable in certain cases and is due at the completion of the engagement. In
the event of early termination by the client, any fees for the hours already worked will be due. Fees for this service may
be paid by electronic funds transfer or check.

Other Items to Note
OF, Inc. 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 the OF, Inc. fee, and the firm shall not receive any portion of these commissions, fees, and
costs.

Item 7: Types of Clients
OF, Inc. provides financial planning and portfolio management services to individuals, high net-worth individuals,
not-for-profit entities, and business interests.

OF, Inc. does not have a minimum account size requirement.