Anh Tran

Women’s Wealth offers ongoing annual financial planning support called the Updated Comprehensive Financial Plan ("Stay on Track"), which is available only to clients who have previously completed an initial comprehensive financial plan with the firm.

• For individuals — $5,000 per year
• For couples — $7,000 per year

This ongoing service includes a 2-hour recommendation Zoom meeting for individuals (3 hours for couples), an updated detailed financial plan with a step-by-step guide, and semi-annual communications containing action items, due dates, and useful links. Clients who skip the annual update for more than two years are required to redo the initial planning package.

• Initial comprehensive financial plan ("Get on Track") for individuals — $6,000, covering a 2-hour Zoom meeting and a detailed PDF plan with step-by-step guidance
• Initial comprehensive financial plan ("Get on Track") for couples — $8,500, covering a 3-hour Zoom meeting and a detailed PDF plan with step-by-step guidance