Arrivity Financial Planning provides hourly, fee-only financial planning services. They offer comprehensive financial planning including cash flow and budgeting, education funding, retirement planning, risk management, estate planning, tax planning, and periodic investment advice. Clients retain full discretion over all implementation decisions. They offer initial plans, annual reviews, plan updates, and special projects.
Fee Structure
Arrivity Financial Planning provides investment advice as part of their financial planning services. They do not manage client accounts directly. Investment recommendations are based on your financial situation, needs, goals, and risk tolerance. They favor passively managed, low-cost index mutual funds and ETFs. They assist with implementing the recommendations of the financial plans, such as participating in phone calls to the custodian to transfer funds or assisting the client using their custodian’s website to re-allocate funds within the client’s account. This assistance is billed at $375 per hour in 15-minute increments.
