Family Financial Planning offers financial planning and coaching services. Financial planning includes comprehensive plans covering various areas like retirement, tax, and estate planning, as well as special topic plans focused on specific needs. Financial coaching helps clients establish healthy money habits. Family Financial Planning does not manage investments or hold custody of client funds.
Assets Under ManagementN/A
Clients6
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Ongoing services include a monthly newsletter and an annual review of your financial plan, goals, cash flow, investments, insurance, estate planning, taxes, Social Security benefits, and account beneficiaries. The fee is $300 to enroll and $200 per month thereafter.
- Comprehensive Financial Plan - $3,500, with the cost adjusted based on complexity. Includes a one-time follow-up meeting.
- Special Topic Financial Plan - $900 for a plan with a defined scope, such as college funding or life insurance needs analysis.
Annual Retainer:$2,400/year
One-Time Plan:$900 - $3,500
Loading...