Approachable Financial Planning LLC (AFP) provides financial planning services on an hourly, project-based, or ongoing basis. These services cover retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. AFP does not offer investment management services; clients are responsible for implementing any investment recommendations.
Fee Structure
AFP offers ongoing financial planning for a monthly fee of $200-$600, plus an upfront charge of $500-$2,000. This service includes developing and implementing a financial plan, monitoring the plan, recommending changes, and providing quarterly meetings and support.
AFP offers project-based financial planning for a fee ranging from $500 to $6,000, depending on the complexity and scope of the engagement.
Hourly financial planning is also available at a rate of $100-$300 per hour.