Gianola Financial Planning provides financial planning and investment advice to individuals, trusts, estates, and small businesses. Gianola's services include financial goal setting, cash flow management, tax planning, insurance review, investment advice, education funding, retirement planning, and estate planning assistance. Gianola Financial Planning is a fee-only firm, meaning it only receives compensation from client fees and does not receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Jump Start - A one-time, two-and-a-half-hour review focusing on two to three specific planning issues for $1,500.
- Special Financial Planning Projects - Undertaken on occasion, such as implementation of Financial Jump Start recommendations, ranging from $1,000 to $2,500.
- Full Retainer Engagement - Comprehensive financial planning for a fixed annual fee, with a minimum initial fee of $3,500.
One-Time Plan:$1,000 - $3,500
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