Misook Yu

Yu Financial Advice offers ongoing financial planning services for a monthly fee ranging from $150 to $999. This includes analysis of financial changes and recommendations to ensure clients' financial goals are achieved. Engagement fees may range from $1,500 to $5,500, depending on the scope of services. The plan is reviewed bi-annually, and follow-up calls and emails are made to confirm action steps have been carried out. There is a full annual review to ensure accuracy and ongoing appropriateness.

Yu Financial Advice offers one-time project-based financial planning services for a fee ranging from $1,500 to $5,500, due at the start of the project. This includes defined work such as financial plan/education or retirement plan establishment and basic administration training.