Keesha Tyler

Keesha Tyler LLC offers ongoing financial planning programs tailored to different life stages and complexity levels, all including a written financial plan, portal access, unlimited email and phone support, and at least two annual review meetings. The ongoing plans include:

• Simple Financial Plan — Designed for early-career clients with a net worth under $500,000 or income under $150,000. It requires an upfront fee of $1,000 to $2,500 plus an ongoing quarterly fee of $150 to $250.
• Comprehensive Financial Plan — Designed for clients with greater asset accumulation and complex goals. It requires an upfront fee of $2,500 to $5,000 plus an ongoing quarterly fee of $250 to $500.
• Distribution Financial Plan — Designed for pre-retirees and retirees with a net worth over $1,000,000 focusing on retirement income and tax-efficient distributions. It requires an upfront fee of $1,500 to $5,000 plus an ongoing quarterly fee of $250 to $500.

• Fixed Fee Financial Plan — $1,000 to $7,500 for limited-scope planning focusing on specific areas for clients who do not require ongoing planning.
• Hourly Fee Financial Planning — $325 per hour for advice on specific topics or questions.