Touchstone Financial Planning

Fixed/Hourly

Touchstone Financial Planning, owned by Dawn Strachan, offers divorce financial planning and comprehensive financial planning services. For divorce planning, Touchstone analyzes a client's current financial situation and the impact of divorce on their finances. For comprehensive planning, Touchstone analyzes a client's current financial situation and provides analysis specific to the client's goals, such as retirement or accumulation goals. Touchstone may advise clients on taxes, insurance, debt management, budgeting, college funding, retirement plans, wills, trusts, and other matters related to reaching their financial goals.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Divorce financial consulting services: $290 per hour. A retainer fee of $1,740 is customary before service is provided.
  • Comprehensive financial planning: $290 per hour. If the client terminates the contract, a refund of unused retainer will be distributed.
Hourly Rate:$290/hr
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Location

1 Advisors at this firm