Liberty Financial Planning is an independent financial planning firm offering financial planning and consulting services to individuals and families. Liberty operates on a fee-only basis, charging hourly rates or fixed fees. Liberty does not sell financial products or receive third-party compensation. Clients work with Liberty to determine appropriate services, define the scope of the engagement, and agree on costs. Clients retain full control over implementation and investment decisions.
Fee Structure
Liberty Financial Planning offers Financial Consulting Services for a fixed annual retainer, ranging from $100 to $10,000, based on the complexity of the client's circumstances. This fee is negotiable. The retainer typically covers a one-year period and is paid in monthly installments. These services may include financial plan and investment account reviews, progress reports, or advice on a periodic basis.
Liberty Financial Planning offers Financial Planning Services for an hourly fee of $200. This service provides a written financial plan designed to help clients achieve their financial goals. The plan may address areas such as emergency funds, retirement, education, investments, taxes, death and disability, and household finances.