Westward Planning Group provides financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves creating and managing tailored investment portfolios. Westward Planning Group may recommend a sub-advisor to manage a client's investments.
Fee Structure
Westward Planning Group offers financial planning and investment management together for a monthly fee of $250 to $400. Investment management is not offered on an hourly basis. Westward Planning Group may recommend a sub-advisor, First Affirmative, to manage a client's investments. First Affirmative charges an annual fee based on the assets it manages, ranging from 0.26% to 0.36%.