Long Green Financial Planning provides financial planning and consulting services to individuals, corporations, and business entities. They offer one-time financial plans and ongoing services, covering areas like wills, estate plans, investments, taxes, retirement income, Social Security, divorce planning, and college planning. Long Green Financial Planning does not manage client assets or sell annuities or insurance products directly, but the owner can offer insurance as a sole proprietor.
Fee Structure
Long Green Financial Planning offers ongoing financial planning services for a monthly fee ranging from $75 to $200, payable in arrears. The specific fee will be outlined in your client agreement. You can cancel the agreement with 30 days' written notice.
Long Green Financial Planning offers one-time financial planning services for an hourly fee ranging from $150 to $300. The total fee will be agreed upon in the client agreement and is due at the start of the agreement.