Sana Haque

Gianola Financial Planning offers a Full Retainer engagement for ongoing comprehensive financial planning, with fees calculated based on your income, assets, complexity, and anticipated time. The minimum initial fee for full retainer clients is $3,500. Services include:

• Goal setting, budgeting, and cash flow management
• Retirement planning and income management
• Portfolio analysis, specific investment advice, and implementation
• Tax planning and tax preparation
• Insurance and benefit analysis
• Estate planning review and charitable giving
• Twice-a-year portfolio and net worth reviews
• Unlimited phone and email support between meetings

• Financial Jump Start — $1,500 for a one-time, two-and-a-half-hour review focusing on two to three specific planning topics, including 30 days of follow-up phone or email support.
• Special Financial Planning Projects — $1,000 to $2,500 for special projects such as implementing recommendations from a Financial Jump Start.