Lawrence Financial Services offers financial planning and consulting services tailored to a client's financial situation, tax status, risk tolerance, and investment goals. These services include budgetary, estate, tax, and business planning. Lawrence Financial Services also evaluates insurance, financing options, and company benefits. Clients receive a written plan outlining their current situation, goals, and methods to achieve them. After an initial 12-month period, clients can renew their agreement for plan updates and consulting.
Fee Structure
After the initial 12-month period for comprehensive financial planning, clients can renew for another 12 months to receive plan updates and consulting services. The renewal fees are:
- Less than $250,000 (total net worth and annual income) — $850
- $250,000 to $500,000 — $1,150
- $500,001 to $750,000 — $1,600
- $750,001 to $1,000,000 — $1,800
- $1,000,000+ — Negotiable
Lawrence Financial Services offers comprehensive financial planning services for a fixed fee, which includes consulting services for 12 months. The fees are:
- Less than $250,000 (total net worth and annual income) — $1,700
- $250,000 to $500,000 — $2,300
- $500,001 to $750,000 — $3,200
- $750,001 to $1,000,000 — $3,600
- $1,000,000+ — Negotiable
Lawrence Financial Services also charges $185 per hour for consulting services, with a minimum initial engagement of 3 hours.