Livelihood LLC provides financial planning services on an advice-only basis, meaning they give advice but don't manage your investments. They work with individuals, families, and business owners, covering topics like goal setting, cash flow, debt management, retirement projections, education planning, investments, insurance, employee benefits, estate planning, and student loan planning. They offer comprehensive financial plans, ongoing planning, and hourly planning services.
Fee Structure
After a comprehensive financial plan, you can maintain a regular meeting schedule with Livelihood LLC to continually receive advice and guidance on your financial trajectory. Meetings are scheduled as needed to update your plan or coach you on cash flow and other issues.
- Comprehensive Financial Plan - $1,000 to $5,000 depending on the scope of the engagement. This involves data gathering, values and goals review, analysis, plan development, and 1-4 meetings.
- Hourly Financial Planning - $150-$250/hour, billed in fifteen-minute increments.
- Educational Seminars/Workshops - Fees range from $50-$500 for online webinars.