MainStreet Financial Planning is a fee-only firm that provides financial planning and investment consultation on a project or hourly basis. They do not sell products or manage money, focusing solely on advice. Services include financial planning, investment advice, real estate advice, insurance advice, and seminars for individuals, families, and employers. MainStreet acts as a fiduciary, putting clients' interests first.
Fee Structure
MainStreet Financial Planning offers an ongoing Navigation Support Program for clients who have previously completed a one-time Money Roadmap plan. This includes:
- Two online sessions per year to review goals, spending, and investments
- Status updates on financial goals
- Access to an advisor via email
- Weekly email alerts on financial topics
- Educational webinars
The cost is $2,650/year for individuals and $3,400/year for couples/families. There's an additional one-time fee of $800 for clients who haven't met with MainStreet in over 24 months.
- Money Roadmap (One Time Plan) — A comprehensive financial plan for individuals ($5,450) or couples/families ($6,650).
- Money Pit Stop — Hourly advice on specific topics like real estate, college planning, insurance, or portfolio review. Billed at $450/hour.
