VG Financial Consulting provides comprehensive financial planning, organizing, and implementation services to individuals, families, and professionals. VG Financial Consulting does not manage client investment portfolios or offer investment management services, focusing instead on financial planning, cash flow analysis, retirement projections, tax strategies, estate planning, and executive compensation guidance. Clients can work with VG Financial Consulting on an hourly basis or through structured comprehensive planning packages. The firm emphasizes coaching clients through the actual implementation of their financial plans.
Fee Structure
VG Financial Consulting offers ongoing relationship options for clients who have received a comprehensive financial plan to maintain and update their plan:
- Option 1 (Annual) — $300 per year, includes one 1-hour call and 12 months of access to a personal financial website. Additional plan updates are billed at $300 per hour.
- Option 2 (Quarterly) — $1,200 per year, includes four 1-hour calls and 12 months of access to a personal financial website. Additional plan updates are billed at $300 per hour.
- Option 3 (Ad Hoc) — $100 per year, includes 12 months of access to a personal financial website. Any plan updates or additional services are billed at $300 per hour.
- Hourly consulting — $300 per hour with a 5-hour minimum ($1,500), covering specific financial organization, planning, or implementation matters
- Standard comprehensive financial planning package — $5,000 to $15,000, covering core financial organizing, goal setting, net worth calculations, retirement planning, basic investment planning, tax strategies, estate review, and insurance analysis
- Enhanced comprehensive financial planning package — $6,000 to $18,000, adding cash flow analysis, budget implementation, annuities review, and equity compensation planning
- Premier comprehensive financial planning package — $7,500 to $30,000, adding advanced tax modeling, comprehensive insurance analysis, stock option modeling, and deferred compensation planning with 15 or more Zoom meetings