Side-By-Side Financial Planning, LLC provides financial planning services and educational workshops. They work with individuals and high net worth individuals. The firm focuses on identifying client goals, reviewing their situation, and developing a financial plan with ongoing support. They do not manage investments directly.
Fee Structure
Side-By-Side Financial Planning offers a "Financial Planning Membership" subscription service that includes developing an initial financial plan and providing ongoing support. This includes "Quarterly Connect" check-ins and annual financial plan updates. The initial plan development fee ranges from $1,250 to $3,450, followed by a monthly fee ranging from $145 to $400, billed in advance. They prefer clients engage them for at least six months for this service.
Side-By-Side Financial Planning offers a "Financial Planning Project" hourly service at a rate of $260 per hour, billed in six-minute increments. The total project fee may range from less than $1,300 to $5,460 or more, depending on the scope of your needs. A deposit of $500 or one-half the estimated fee (whichever is more) is required to initiate the engagement.
