The Tempest Financial Group provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, and tax planning strategies. They also offer educational seminars and workshops. The firm serves individuals, high-net-worth individuals, and business owners.
Fee Structure
The Tempest Financial Group offers ongoing planning through a subscription or retainer model. Clients with a subscription get access to a financial planner without an additional hourly rate, ongoing monitoring, monthly meetings, and financial education. The subscription fee is $250 per month for the Comprehensive plan and up to $5,000 per month for the Complex/High Net Worth/Family Planning plan. Businesses pay a retainer fee starting at $2,000 per month.
- Basic Financial Plan: Includes basic financial plan, budgeting, debt management, and basic investment advice. Cost: $625 - $1,250. Completion Time: 5-10 hours. Subscription option not allowed.
- Comprehensive Financial Plan: Includes comprehensive financial plan, budgeting, debt management, retirement planning, investment planning, estate planning, risk management, SWOT analysis, and document safekeeping. Cost: $1,300 - $2,500. Completion Time: 10-20 hours. Subscription Fee: $250 per month.
- Complex / High Net Worth / Family Planning: Includes generational planning, comprehensive financial plan, budgeting, debt management, retirement planning, investment planning, estate planning, risk management, SWOT analysis, and document safekeeping. Cost: $2,500 - $5,000. Completion Time: 20-40 hours. Subscription Fee: $1000 per month.
- Comprehensive Financial Planning (hourly): $150 per hour.