Financial Advisor For You offers comprehensive financial planning services designed to help individuals navigate complex money decisions. Founded by a Certified Financial Planner, the firm focuses strictly on advice and does not sell financial products, manage investment portfolios, or take custody of client funds. Instead of managing your money directly, Financial Advisor For You evaluates your complete financial picture—including cash flow management, debt reduction, retirement goals, tax strategies, and estate planning—and provides written recommendations and action steps for you to implement on your own. The firm emphasizes low-cost, passive investment strategies and index funds when giving investment advice. Services are available through comprehensive financial planning engagements, ongoing check-ins, hourly consultations, and educational workshops. Financial Advisor For You operates on a fee-only basis, meaning they are compensated solely by client fees and receive no commissions or referral kickbacks.
Fee Structure
Financial Advisor For You offers regular financial planning check-ins during the year for clients who have already completed a comprehensive financial plan.
- Requires a one-year commitment
- Fees vary based on the scope and types of services needed
- Billed after each check-in occurs
- Comprehensive financial plan — $1,500 to $2,500 depending on the complexity of your situation and the services required, delivering a written analysis covering cash flow, debt, retirement, taxes, and estate planning.
- Hourly consulting — $275 per hour for specific topics such as cash flow management, insurance coverage, first-time home buying, debt repayment, and retirement investment selection.
- Financial planning seminars — $0 to $500 per seminar depending on the topics covered.