Sefton Financial Planning provides financial planning and investment advice. Services include evaluating your financial situation, cash flow, retirement planning, college funding, and investment selection. Sefton Financial Planning gathers information about your finances, goals, and risk tolerance to create a plan. They may assist in setting up investment accounts and implementing recommendations, but you make all final decisions.
Fee Structure
Sefton Financial Planning offers ongoing financial planning services for a fixed annual retainer fee, ranging from $2,500 to $12,000. This includes account reviews, updated plans, periodic check-ins, assistance with plan adjustments, and a set number of consulting hours per quarter, billed quarterly in arrears.
Sefton Financial Planning offers services on an hourly basis at $150 per hour, billed in 6-minute increments. The time required depends on the scope of services. A deposit is required for initial engagements, and projects spanning more than 3 months will be billed quarterly.