Mohar Financial Planning creates diversified investment portfolios for clients that align with their risk tolerance and goals. Mohar Financial Planning partners with individuals to create financial plans that align the client’s financial picture with the client’s goals. These financial plans look at several areas of a client’s finances, including investments, employer-sponsored plans and benefits, cash flow, insurance, and estate planning documents. Periodic reviews ensure that the goals and plan are on track, and adjust when needed.
Fee Structure
Mohar Financial Planning offers an annual planning contract that includes a full financial plan and follow-up quarterly meetings. Mohar Financial Planning is available throughout the year to answer questions.
Mohar Financial Planning will work with clients for a flat fee to work on one specific item. These engagements will not typically have regular quarterly follow-ups unless specified in the contract.