Champion Financial Planning, LLC offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, estate, and incapacity planning. They offer hourly rate, fixed fee, and assets under management options. After a financial plan is in place, clients can opt for ongoing financial planning services with or without investment management. Investment management includes asset allocation, monitoring, and rebalancing.
Fee Structure
Champion Financial Planning includes investment management services within their ongoing financial planning agreement, which is a flat quarterly fee. They don't require clients to use their investment management services. The fee is based on the amount of work the client requests, their goals, and the number of accounts to be managed. For example, a young, single professional with no dependents and an 401k and brokerage account will be on the lower end of the fee schedule while a married couple in their mid-50s with multiple retirement accounts, dependents, business ownership interests, multiple homes, etc would require more work and be scaled at the upper end of the fee schedule.