Personal Economic Planning, LLC (PEP) provides financial planning and investment advice to individuals and couples. PEP focuses on helping clients save money and develop investment strategies tailored to their needs. Services include income and expense planning, tax planning, asset allocation, retirement planning, and college funding. PEP also offers coaching services to support clients in implementing their plans. PEP does not provide ongoing portfolio management services.
Fee Structure
Personal Economic Planning, LLC (PEP) offers investment advice on an hourly basis at $180 per hour, billed in 5-minute increments. PEP will help you design a portfolio and make recommendations, but you are responsible for implementing the plan and making trades yourself. PEP does not offer ongoing investment management.