JK Financial Planning provides financial planning advice to individuals, specializing in major life transitions like marriage, divorce, career changes, college funding, retirement, and estate planning. They offer a complimentary initial meeting to discuss goals and concerns. JK Financial Planning does not manage investments or sell financial products.
Assets Under Management$4.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.9M
Fee Structure
- Retirement Roadmap - Not to exceed $2,850
- Retirement projection - Not to exceed $2,700
- Portfolio review - Not to exceed $2,500
- Financial Checkup - Not to exceed $1,500
One-Time Plan:$1,500 - $2,850
Hourly Rate:$175 - $350/hr
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