Consolidated Financial Management Corp. offers comprehensive financial planning services, including financial independence analysis, income tax planning, investment strategies, estate planning, risk management, and college cost funding. The firm gets to know the client's financial personality, analyzes their current financial situation, helps define their financial objectives, and develops a course of action. If clients implement recommendations made in a financial plan their accounts may incur transaction costs, retirement plan administration fees, mutual fund annual expenses and other fees. These fees are in addition to and separate from planning fees.
Fee Structure
Clients may renew their planning services agreement on an annual basis at a rate of $1,000, with an initial installment of $500 and an additional installment of $500 due six months after the first installment.
- Comprehensive financial plan — $3,000 to $20,000 based on the complexity of the plan and the range of services being provided.
- Financial planning services that are not covered by a fixed fee quote are billed at the rate of $300 an hour.