Disciplined Money, LLC offers financial planning and investment management services. They start with a complimentary interview to determine your needs and the scope of services recommended. Financial planning involves multiple meetings to discuss financial and life goals, investments, insurance, and estate documents. Investment management is generally offered after a financial plan has been reviewed. Clients can also engage Disciplined Money on an hourly basis for specific decisions.
Fee Structure
Disciplined Money, LLC charges for investment advice based on the number of accounts serviced. The annual fee is calculated as one hour per account per quarter at the current hourly rate of $250 per hour. For example, a client with three accounts would be charged $750 per quarter, or $3,000 annually.
