Financial Planning Solutions offers financial planning services tailored to each client's financial situation, tax status, risk profile, and investment goals. The firm examines various wealth strategies, including accumulation, retirement planning, estate planning, risk management, business planning, and taxation, to create a comprehensive plan. They aim to simplify clients' financial lives by providing systematic wealth management for the long term. Financial Planning Solutions does not manage assets.
Fee Structure
After the initial financial plan is created, there is an annual renewal fee ranging from $350 to $500.
Financial Planning Solutions charges either an hourly rate of $160 or a fixed fee for financial planning services. The fixed fee for a comprehensive plan generally ranges from $2,500 to $6,000. Fees are negotiable based on the complexity of the plan and the anticipated time required.