First Choice Financial Planning provides financial planning services to individuals and high-net-worth individuals. These services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. The firm does not manage assets directly, but offers advice and holistic financial planning.
Fee Structure
First Choice Financial Planning offers ongoing financial planning services for a fixed fee between $1,500 and $15,000, paid bi-annually in advance. This includes biannual check-ins, an end-of-year meeting, and a new or updated financial plan annually.
First Choice Financial Planning offers financial plans for a fixed fee between $5,000 and $20,000. They also offer services on an hourly basis at $350 per hour.