Simon Hildenbrand

Cherry Creek Financial Planning charges $175 to $425 per month for ongoing financial planning services, based on the complexity of your situation. This service includes periodic plan reviews, updates to projections as your circumstances change, and continued availability for questions and consultations between scheduled meetings.

• Comprehensive financial plan — Flat fee of $5,000 to $10,000 based on complexity, covering cash flow, debt, college savings, estate coordination, investments, insurance, and taxes
• Project-based planning — $500 base fee plus specific topic fees, including college savings ($500), debt management ($500), financial goals ($1,000), cash flow ($1,000), estate planning ($1,000), investment analysis ($1,000), risk management and insurance planning ($1,000), and tax planning ($1,000)
• Hourly consulting — $250 minimum covering the first 60 minutes, and $45 per 15 minutes thereafter