Valerie Gospodarek

VG Financial Consulting offers ongoing relationship options for clients who have received a comprehensive financial plan to maintain and update their plan:

• Option 1 (Annual) — $300 per year, includes one 1-hour call and 12 months of access to a personal financial website. Additional plan updates are billed at $300 per hour.
• Option 2 (Quarterly) — $1,200 per year, includes four 1-hour calls and 12 months of access to a personal financial website. Additional plan updates are billed at $300 per hour.
• Option 3 (Ad Hoc) — $100 per year, includes 12 months of access to a personal financial website. Any plan updates or additional services are billed at $300 per hour.

• Hourly consulting — $300 per hour with a 5-hour minimum ($1,500), covering specific financial organization, planning, or implementation matters
• Standard comprehensive financial planning package — $5,000 to $15,000, covering core financial organizing, goal setting, net worth calculations, retirement planning, basic investment planning, tax strategies, estate review, and insurance analysis
• Enhanced comprehensive financial planning package — $6,000 to $18,000, adding cash flow analysis, budget implementation, annuities review, and equity compensation planning
• Premier comprehensive financial planning package — $7,500 to $30,000, adding advanced tax modeling, comprehensive insurance analysis, stock option modeling, and deferred compensation planning with 15 or more Zoom meetings