Side-By-Side Financial Planning is an independent registered investment advisor based in Plymouth, Minnesota, offering personalized financial planning and educational workshops. Side-By-Side Financial Planning does not manage investment portfolios directly or take custody of client funds; instead, clients maintain full control over their own investment accounts while receiving professional guidance. The firm specializes in comprehensive and modular financial planning covering retirement, tax strategies, cash flow and debt management, risk management and insurance, employee benefits, education funding, and estate planning. Side-By-Side Financial Planning operates primarily on a subscription membership basis or through project-based hourly engagements, ensuring advice remains objective without commissions or product sales.
Fee Structure
Side-By-Side Financial Planning offers a subscription-based "Financial Planning Membership" service that provides ongoing support, regular check-ins, and annual financial plan updates.
- Initial Plan Development — $1,250 to $3,450 depending on the complexity of your situation
- Ongoing Monthly Fee — $145 to $400 per month, billed in advance, with a preferred initial commitment of six months
- Hourly Project Planning — $260 per hour, typically totaling between $1,300 and $5,460 or more depending on the scope of your needs, with a deposit required upfront
- Educational Workshops — Speaking engagements and seminars ranging from $450 to $1,250
