Affordable Life Plans, LLC offers financial planning services as part of a Life Plan. This includes investment, retirement, cashflow, college, and debt/credit planning, as well as student loan consolidation and loan forgiveness. The firm uses software from Emoney Advisor, LLC and Morningstar, Inc. Clients receive a static report and ongoing advice on their portfolio, delivered no less than quarterly. The firm generally limits its investment advice to mutual funds.
Assets Under Management$220K
Clients7
Advisors1
Avg. per Client$32K
Avg. per Advisor$220K
Fee Structure
Affordable Life Plans provides an initial investment allocation recommendation as part of its financial planning process. Thereafter, clients receive an updated allocation quarterly. This service is included in the overall financial planning package.
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