PlanVision provides financial planning and consulting services to individuals, helping them determine and set long-term financial goals through investments, tax planning, asset allocation, risk management, and retirement planning. PlanVision may refer clients to other specialists like accountants or attorneys. Clients are not obligated to implement recommendations or maintain an ongoing relationship. PlanVision does not offer asset management services.
Fee Structure
PlanVision offers investment guidance and financial planning for $299 for the first 12 months, which includes updates on investment allocations, rebalancing suggestions, and direct access to the firm. After the first year, the service renews at $8/month. Clients can cancel at any time. A money-back guarantee is offered within 60 days of the initial payment.