Hedaya Financial provides financial planning and consulting services to individuals, trusts, estates, and businesses. These services cover areas like risk management, tax strategies, estate planning, education funding, retirement planning, investment planning, business planning, and personal financial planning. Hedaya Financial does not actively manage investments or implement recommendations.
Hedaya Financial charges $350 per hour for financial planning services. The firm may also offer flat-fee engagements, with the price varying based on complexity, cost, and time commitment. Fees are payable in advance for each month of expected services.