Amplify My Wealth provides financial planning services to individuals, families, and small businesses. These services include budgeting, debt elimination, insurance needs analysis, retirement planning, risk management, college savings, cash flow, debt management, work benefits, estate planning, charitable giving, and investment planning. Amplify My Wealth does not manage investments.
Fee Structure
For ongoing financial planning, Amplify My Wealth charges an upfront fee of $250-$2,500, plus a recurring monthly fee of $100-$500 or a quarterly fee of $300-$1,500. These fees are negotiable. You can cancel with 30 days' notice, and any unearned fees will be refunded.
Amplify My Wealth offers financial planning on a project basis for a fixed fee between $200 and $3,600. This fee is negotiable. Half of the fee is due upfront, and the remainder is due upon completion of the work.