Edna J. Thompsen, CFP® is an independent, fee-only financial planning firm located in The Woodlands, Texas. Edna J. Thompsen provides personalized financial advice and comprehensive planning tailored to each client's specific goals, risk tolerance, and financial situation. Services cover retirement planning, tax planning, cash flow management, investment allocation, Social Security planning, and estate planning. In addition to comprehensive plans, Edna J. Thompsen offers project-based consulting on specific financial topics, personal finance administrative services such as expense tracking and organizing estate documents, and advisory services for employer retirement plans. Edna J. Thompsen does not manage investment portfolios directly, sell commissioned financial products, or accept referral fees, ensuring objective and independent advice.
Fee Structure
- Comprehensive financial plan — typically ranges from $1,500 to $2,400 depending on the complexity of your situation
- Financial consulting — $175 per hour for general financial planning or specific advice
- Personal finance administration services — $75 per hour for tasks like tracking income and expenses, balancing checkbooks, organizing estate documents, and coordinating tax documents with your accountant