Willow Planning Group offers financial planning services to individuals, couples, families, business entities, and retirement plan participants. Willow Planning Group does not directly manage client portfolios but provides advice to clients concerning their assets. Financial planning covers topics like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, and tax strategies. They also offer introductory financial planning sessions and consulting services for small business owners and retirement plan administrators.
Fee Structure
Willow Planning Group offers ongoing financial planning for a monthly fee ranging from $125 to $500, depending on the complexity of your situation. This includes continuous evaluation of your financial situation, financial education, and ongoing access to a planner. You'll typically meet quarterly in the first year and bi-annually after that, with communication via email, phone, and video conferences.
- Two-hour financial planning session — $900, covering client-specific topics.
- Let's Get Started Programs — $400-$600, including a net worth analysis and advice on cash flow, debt, and savings. This can be a 90-minute session or a DIY online program with a 30-minute session.
- Continued cash flow and debt guidance (after Let's Get Started) — $120-$180 per quarter.
- A la carte or custom financial planning services — $200 per hour.
- Annual plan review (for clients not currently engaged in ongoing planning) — $1,000.
