Atwood Financial Planning, LLC offers financial planning and consulting services covering various topics such as net worth, cash flow, retirement, investments, tax reduction, estate preservation, and account organization. They also provide non-discretionary asset management services, where they recommend securities but require client approval before executing any trades. Additionally, Atwood offers concierge and accountability services, corporate bundles, seminars, small group workshops, small business planning, and app subscriptions.
Fee Structure
Atwood Financial Planning offers a "Premium Service" for investment management. The annual fee for this service is $3,600, billed quarterly. Clients can cancel after the first year and will not be charged after the quarter in which they cancel.