Christopher Lazzaro

Plan For It Financial charges a recurring fixed fee for ongoing financial planning, paid monthly in arrears, ranging from $400 to $700 per month depending on the complexity of your situation and the resources required. This service includes continuous collaboration with a planner to develop, implement, and monitor your financial plan as your life circumstances evolve.

Additionally, establishing an ongoing plan requires an initial comprehensive planning fee ranging from $3,500 to $7,500 to cover the creation of your foundational plan.

• Comprehensive financial plan creation — $3,500 to $7,500 initial fee for building a full financial plan
• Project-based financial planning — $3,500 to $7,500 fixed fee for addressing specific financial topics or limited-scope engagements
• Hourly consulting — $350 per hour for targeted financial advice