Because each individual client is different, we charge a flat rate for our financial planning clients beginning at $200.00. If you are also an investment advisory client, or plan on becoming one, that extra fee is waived.
You can choose a comprehensive plan which includes all of the following, or you may pick and choose which services best suit your needs:
- budgeting
- cash flow analysis
- debt reduction planning
- education planning
- social security strategies
- tax planning
- insurance analysis
- retirement planning
