Jorge Soriano

Financial Planning For Good offers comprehensive financial planning packages billed monthly in arrears based on the selected service level:

• Level 1 - Fundamental — Starting at $1,200/year for single clients or $1,500/year for married clients
• Level 2 - Essential — Starting at $3,000/year
• Level 3 - Extensive — Starting at $7,500/year
• Business Consulting — Ranging from $14,400 to $120,000/year

These packages include ongoing one-on-one work with a planner to develop and implement your financial plan after completing an initial series of meetings.

• Project-based financial planning — $450 to $2,350 fixed fee depending on the complexity of your needs, covering specific focus areas such as retirement, college savings, or debt management
• Hourly financial planning — $150.00 to $275.00 per hour for customized advice on specific financial topics