Wise Planning provides financial planning services, including comprehensive planning and hourly planning. Comprehensive planning covers investments, taxes, education funding, retirement, cash flow, insurance, and estate planning. Wise Planning helps clients define goals, develop strategies, implement plans, and monitor progress. Hourly planning is for those needing assistance with specific financial issues.
Fee Structure
Wise Planning offers comprehensive financial planning for a flat annual fee, which varies based on the amount of your investment assets and the complexity of your situation. The minimum annual fee is $3,000. The fee includes ongoing assistance with various aspects of your financial life, including investments, taxes, education funding, retirement planning, cash flow management, insurance, employee benefits, and estate planning. Wise Planning will help implement the plan and monitor it, reviewing plans quarterly or more frequently as conditions warrant.
- Hourly financial planning is available at $250/hour for specific projects, such as budgeting, cash flow management, insurance needs, education funding analysis, bond portfolio review, or retirement plan structure review for business owners.