Aaron Wieand

Integrated Financial Planning Solutions offers ongoing financial planning for a recurring fixed fee paid monthly or quarterly. Clients work one-on-one with a planner over an extended period to develop, implement, and monitor a financial plan. Fees vary based on the specific needs, complexity, estimated time, and research required.

• Project-based financial planning — Offered on a fixed-fee basis depending on the scope, complexity, and resources required
• Hourly consulting — $240 per hour for project-based financial planning
• Personal tax return preparation — Priced based on the complexity of the return and quality of recordkeeping