Money Grads, LLC assists clients with specific financial issues through financial coaching sessions. These sessions focus on areas like budgeting, cash flow, asset review, debt repayment, employee benefits, asset allocation, credit profile, and setting financial goals. The process includes an initial consultation and a follow-up meeting, with the option for additional coaching sessions. Money Grads does not provide investment management, insurance analysis, tax planning, or legal advice.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Health Check-up — $450/hour, identifies client financial goals and resources.
- Follow-on Coaching — $450/hour, focused on areas identified by the client, such as employee benefits, asset allocation, debt repayment, and credit profile improvement.
Hourly Rate:$450/hr
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