Reliable Alliance Financial offers financial planning advice and education to individuals and small businesses through holistic and hourly engagements, as well as educational workshops and seminars. Services include cash flow analysis, debt management, risk management, employee benefits review, education planning, tax planning strategies, retirement planning, estate planning, charitable giving, and investment consultation. They do not manage client assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly consultation - $250 per hour for modular financial planning services, including review, analysis, and report generation. A $50 deposit is required.
- Holistic financial planning - Project fee based on $225/hour, typically starting from $900. The fee depends on the complexity of the client's situation and the number of sessions required.
- Workshop fees - $50 to $300 per attendee, depending on the length of the event, the number and expertise of the presenters, and whether educational materials are provided. For workshops with an uncertain number of attendees, the fee is $250 per hour, including travel and preparation time.
One-Time Plan:$900 - $9,000
Hourly Rate:$250/hr
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