Sherman Financial, LLC offers financial planning services to individuals, families, and businesses. Christopher Sherman, the sole member of the firm, works with clients to define their financial objectives and provide recommendations to achieve those goals. Services include hourly advice and annual financial support, covering areas like investment, retirement, insurance, estate, cash flow, asset allocation, risk management, college funding, savings, and tax planning.
Fee Structure
For clients desiring ongoing financial support, Sherman Financial offers a set annual fee service, paid quarterly. This fee is based on $200 per hour multiplied by the estimated number of hours provided. The firm will initiate two meetings per year; it is the client’s responsibility to initiate further meetings. The annual fee ranges from $1,000 to $10,000 per client depending on the complexity of the situation.
Sherman Financial offers advisory services on an hourly basis at a rate of $200 per hour. Travel beyond 15 miles is assessed at $75 per hour, plus mileage at the IRS standard rate.