Partnership Financial provides personalized financial planning and investment advice to individuals and families. The firm helps clients identify financial goals and find solutions through financial planning, tax planning and preparation, investment advice, retirement planning, estate planning, small business planning, and risk management. Partnership Financial is a fee-only firm and does not sell insurance or investment products.
Fee Structure
Partnership Financial offers a flat fee financial planning agreement with fees ranging from $3,000 to $30,000 per year, invoiced quarterly. This agreement provides ongoing financial planning services. They also offer a PathFinder agreement for young professionals, which is the higher of 1.5% of income or $1,800 per year, invoiced monthly.
- Financial Tune-Up — $1,500 for a two-hour review of up to three financial planning topics.
