Developing Financial LLC provides investment management and comprehensive financial planning as a package, not as standalone services. The firm creates investment plans based on clients' goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning involves working with a planner to develop and implement a plan covering various areas of analysis, including net worth, cash flow, insurance, and retirement planning. Project-based financial planning is also offered on student loan repayment.
Fee Structure
Developing Financial does not offer investment management as a standalone service. It is only available as part of an ongoing comprehensive financial planning package. The combined service fee is 2% of your gross household income annually, paid in monthly installments.