Quantum Financial Planning provides advice on cash flow, budgeting, college funding, and retirement planning. They conduct an introductory interview to determine your situation, goals, and the services you need. If you engage Quantum Financial Planning, you'll need to sign an agreement and provide financial documents. They do not offer ongoing investment account supervision or accounting, legal, or insurance services.
Fee Structure
Quantum Financial Planning offers financial planning and investment consultation services on an hourly basis. The rate is $180 per hour, billed in 15-minute increments. Before starting, you'll receive an estimate of the total cost. A deposit of $500 or 50% of the lower end of the estimated total fee range (whichever is less) is generally required at the time of the engagement. The balance is due upon delivery of the plan or advice, or monthly for longer engagements.