Financial Optimist LLC

Fixed/Hourly

Financial Planning For Good (FPFG) offers financial planning services on a project or hourly basis. FPFG does not sell products or manage money. Services include comprehensive financial planning, investment consultation, cash flow and debt management, college funding, retirement planning, estate planning, tax planning, and business planning. FPFG works with individuals, high net-worth individuals, and businesses.

Assets Under ManagementN/A
Clients52
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

FPFG offers four comprehensive financial planning packages with ongoing services, billed monthly.

  • Fundamental: Starting at $1,200/year for single individuals or $1,500/year for married couples
  • Essential: Starting at $3,000/year
  • Extensive: Starting at $7,500/year
  • Business Consulting: $14,400 - $120,000/year

Project-based financial planning is offered on a fixed fee basis, ranging from $450 to $2,350, depending on the complexity and needs of the client.

Annual Retainer:$1,200 - $120,000/year
One-Time Plan:$450 - $2,350
Hourly Rate:$150 - $275/hr
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Location

1 Advisors at this firm

Financial Optimist LLC | TrueAdvisor