LifeCraft Financial Planning provides financial planning and investment management to individuals and families. LifeCraft specializes in financial transition planning, assisting clients experiencing life changes like divorce, death, inheritance, or retirement. As a fee-only firm, LifeCraft is legally required to act in your best interest. Services include analyzing your financial situation, tax-aware planning, insurance review, investment management, cash flow and budgeting, retirement planning, and estate plan review.
Fee Structure
LifeCraft Financial Planning's Open Retainer engagement includes investment management. The fee for this service is either a flat annual amount (between $6,000 and $36,000) or an asset-based fee ranging from 0.75% to 1.50% of the value of your investments. The specific fee is negotiable based on your income, assets, and the complexity of your financial situation. Fees are billed quarterly in advance.