Financial Planning for Generations is a registered investment advisor located in Encino, California. The firm provides personalized financial planning and investment advice to individuals, families, small businesses, trusts, and estates. The firm operates strictly on an hourly basis, meaning clients pay only for the time spent on their engagement without ongoing asset management fees or product commissions. Financial Planning for Generations uses strategic asset allocation with a core and satellite approach, recommending passively managed index funds and exchange-traded funds as core investments alongside selected actively managed funds. Services cover a wide range of financial needs, including retirement planning, tax strategies, cash flow management, insurance reviews, education funding, and estate planning. The firm does not manage money directly or take custody of client assets, leaving final investment decisions and trade execution to the client.
Fee Structure
- Hourly planning and implementation — $275 to $550 per hour depending on the planner's experience
- Comprehensive financial plan — Priced based on the complexity of your situation, covering net worth, cash flow, investments, taxes, retirement, insurance, and estate planning
- Follow-on implementation work — Billed hourly at $275 to $550 per hour after a financial plan is delivered