Keesha Tyler LLC offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. The firm provides comprehensive financial plans, working one-on-one with clients to develop and implement their plans. They also offer limited scope financial planning on a fixed fee basis and hourly financial planning for specific advice.
Fee Structure
Keesha Tyler LLC offers ongoing financial planning with three options: Simple, Comprehensive, and Distribution plans. These plans include a written financial plan, access to a financial planning portal, ongoing advice via email and phone, and at least two one-hour meetings per year.
- Simple Plan: For clients with fewer assets, focusing on debt reduction and wealth accumulation. Costs $1,000-$2,500 upfront, plus $150-$250 per quarter.
- Comprehensive Plan: For clients with more complex financial goals. Costs $2,500-$5,000 upfront, plus $250-$500 per quarter.
- Distribution Plan: For pre-retirees and retirees, focusing on retirement income and tax-efficient distributions. Costs $1,500-$5,000 upfront, plus $250-$500 per quarter.
Keesha Tyler LLC offers limited scope financial planning on a fixed fee basis for clients who do not require ongoing financial planning. The fixed fee ranges from $1,000 to $7,500, depending on the complexity and the client’s needs. Half of the fee is due at the beginning of the process and the remainder is due at completion of work.