Deirdre Hegarty

Branch & Bloom Financial Planning charges a recurring fixed fee for ongoing financial planning, which is paid quarterly in advance.

• Annual cost — typically ranges between $3,000 and $10,000, but can be up to $15,000 annually for very complex situations.

This service provides continuous collaboration with a planner to monitor and update your financial plan as your life and goals evolve.

• Project-based financial plan — typically ranges from $2,500 to $8,000, and can go up to $15,000 for highly complex cases, covering a comprehensive evaluation of your financial situation and goals.
• Hourly financial planning — $275 per hour for as-needed guidance on specific financial topics without an ongoing commitment.