Fixed Fee Financial Plan
- 30 min30 minutes
- Introductory MeetingIntroductory Meeting
This service is for clients that may want a comprehensive financial plan or a plan for a certain financial goal (i.e. College Savings, Retirement Savings, etc.), but do not want planning on an ongoing basis. The fee for this service will range between $500.00 and $2,500.00 depending on complexity of the planning requested.