First Move Financial, LLC provides financial planning and investment management services. Financial planning involves evaluating a client's current and future financial state to predict future cash flows and asset values. The firm works with clients to establish financial goals and values, and then analyzes their net worth, cash flow, insurance, credit scores, employee benefits, retirement planning, investments, college planning, and estate planning. Investment management is offered only to financial planning clients.
Fee Structure
First Move Financial offers investment management only to clients who also subscribe to their comprehensive financial planning service. The comprehensive financial planning and investment management fee is an ongoing monthly fee of 1% of your adjusted gross income plus 0.50% of your net worth per year.