Nathan Nielsen

Mission Financial Planning offers ongoing annual planning retainers that include an initial comprehensive strategy meeting, quarterly phone or video calls, and continuous support:

• Individuals — $5,200 per year
• Business owners — $6,500 per year

If time commitments exceed the standard scope of the agreement, additional work is billed at $270 per hour.

• Social Security strategy assistance — $300 fixed fee for preparation, analysis, and a one-hour meeting with prepared reports
• Retirement withdrawal strategy assistance — $500 fixed fee for preparation, analysis, and a one-hour meeting with prepared reports
• Ad-hoc planning or smaller-scope projects — $270 per hour
• Bookkeeping and financial accounting assistance — $85 per hour