Real Financial Planning provides personalized financial planning services to individuals and small businesses. The firm helps clients navigate cash flow management, debt reduction, tax strategies, education funding, retirement preparation, estate planning, investment selection, and risk management. Operating as an independent practice led by Certified Financial Planner Sally Kennedy, Real Financial Planning focuses entirely on advice without selling products or managing investment portfolios directly. Clients receive objective guidance through one-time reports, hourly consulting, or fixed-fee projects, with ongoing checkups available upon request.
Assets Under ManagementN/A
Clients18
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan or project-based planning — Available for an hourly rate of $200 per hour or through a customized flat fixed fee established in your agreement, covering areas like retirement, taxes, cash flow, and investments.
- Hourly consulting — $200 per hour for specific financial questions and as-needed problem solving.
Hourly Rate:$200/hr
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