Cynthia Jabr

Brand New Day Wealth Planning offers ongoing financial planning services following the delivery of an initial comprehensive financial plan. Clients work one-on-one with a financial planner over an extended period to monitor, update, and implement their financial strategy.

• Monthly retainer — $100 to $500 per month, paid in arrears, depending on the client's specific needs, complexity, and required time and research.

• Comprehensive financial plan — $3,500 to $6,500 as a fixed fee for creating an initial detailed financial plan covering retirement, taxes, estate, cash flow, and other financial goals.
• Project-based financial planning — $2,000 to $3,000 as a fixed fee, or $250 per hour for focused, limited-scope engagements addressing specific financial questions or issues.
• Educational seminars and speaking engagements — Up to $10,000 based on preparation time, research, content, and attendee count.