Reliable Alliance Financial provides financial planning advice and education to individuals and small businesses. The firm offers services through holistic project engagements, hourly consultations, and educational workshops. Holistic financial planning covers net worth determination, cash flow analysis, spending plans, retirement planning, risk management, insurance and estate planning, and tax-aware savings strategies. Reliable Alliance Financial also assists small businesses with risk management, general financial advice, and benefit programs. Clients retain full control over implementing any recommendations, and the firm operates on a fee-only basis without managing investment portfolios directly or maintaining custody of client assets.
Fee Structure
- Hourly consultation — $250 per hour for modular financial planning, such as retirement plan reviews or allocation checks
- Holistic financial planning project — Project fees typically starting at $900, based on an hourly rate of $225 multiplied by estimated completion time and complexity
- Educational workshops and seminars — $50 to $300 per attendee, or $250 per hour for events without guaranteed attendance numbers
