Y2K Financial LLC offers financial planning services to individuals and high net worth individuals. They provide advice on cash flow, budgeting, college education funding, retirement, risk management, estate, and tax planning. Y2K Financial does not provide ongoing investment account supervision or manage wrap fee programs. They create customized financial plans based on your unique situation and goals.
Fee Structure
Y2K Financial LLC charges $150 per hour for financial planning services, billed in 15-minute increments. The total cost will be estimated before you agree to work with them. You pay the entire fee when they deliver the invoice along with your financial plan. For engagements lasting more than a month, you may be billed monthly for the time spent.