Mindful Money Financial Counsel, LLC offers financial planning services to individuals and families. Services are provided through individual consultations and written financial plans. The firm offers a three-step financial planning process: initial assessment, development of a written plan, and ongoing financial planning through two options: Private Client (flat annual fee) and Wealth Builder (monthly subscription). Advice is not ongoing and terminates upon delivery of the plan/advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Mindful Money Financial Counsel offers two ongoing financial planning options:
- Private Client: A flat annual fee (minimum $3,600/year) for ongoing one-on-one financial planning with a dedicated advisor, including plan updates and monitoring.
- Wealth Builder Membership: A monthly subscription ($60/month) that includes a personal financial website with budgeting software, net worth tracking, and document storage, plus access to the financial planning team for hourly advice at a discounted rate.
- Initial Assessment and Discovery Process: $600 fixed fee, which may be applied to the cost of a written financial plan.
- Written Holistic Financial Plan: Flat fee ranging from $3,000 to $6,000, depending on complexity and desired services.
- Hourly Financial Planning (for non-Wealth Builder members): $600 per hour with a three-hour minimum.
Annual Retainer:From $3,600/year
One-Time Plan:$3,000 - $6,000
Hourly Rate:$300 - $600/hr
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