Shokohi Wealth Management Group LLC

Fixed/Hourly

Shokohi Wealth Management provides divorce financial planning services. Nadia Shokohi, the company founder, is a Certified Divorce Financial Analyst. Shokohi Wealth works with clients and their attorneys to help with the financial aspects of divorce, including identifying financial data, organizing documents, analyzing settlement options, and developing budgets. Post-divorce, Shokohi Wealth can assist with insurance, retirement planning, asset transfers, and investment management.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Package 1 — $1,500 for one in-person appointment and up to 6 hours of service.
  • Package 2 — $2,000 - $2,500 for two in-person appointments and up to 10 hours of service.
  • Package 3 — $2,500 - $3,000 for two in-person appointments and up to 14 hours of service.
  • Package 4 — $2,000 for up to 10 hours of service (does not include Packages 1-3).
  • Hourly rate — $195/hour for pre- and during-divorce planning services.
One-Time Plan:$1,500 - $3,000
Hourly Rate:$195/hr
Loading...
Location

1 Advisors at this firm