Yu Financial Advice offers financial planning services to individuals. They focus on client education and understanding of financial concepts. Services include cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, and tax planning strategies. Comprehensive financial planning is offered for a monthly fee.
Fee Structure
Yu Financial Advice offers ongoing financial planning services for a monthly fee ranging from $150 to $999. This includes analysis of financial changes and recommendations to ensure clients' financial goals are achieved. Engagement fees may range from $1,500 to $5,500, depending on the scope of services. The plan is reviewed bi-annually, and follow-up calls and emails are made to confirm action steps have been carried out. There is a full annual review to ensure accuracy and ongoing appropriateness.
Yu Financial Advice offers one-time project-based financial planning services for a fee ranging from $1,500 to $5,500, due at the start of the project. This includes defined work such as financial plan/education or retirement plan establishment and basic administration training.