Bold Vision Financial provides financial planning services to individuals and high-net-worth individuals. They offer comprehensive financial plans, ongoing planning relationships, and hourly consulting. Financial planning covers areas like business planning, cash flow management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. Bold Vision Financial does not offer investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
linkedin.com/company/bold-vision-financial ·www.facebook.com/boldvisionfinancial ·www.boldvisionfinancial.com
Fee Structure
After completing an initial financial plan, you can sign up for ongoing support for $120-$500 per month. This includes unlimited email/phone access and a 60-minute coaching session every six months to review your goals, investments, and retirement plan.
- Comprehensive Financial Plan — $3,500 - $20,000, depending on complexity, created over six months.
- Focused Financial Plan — $2,750 - $10,000, depending on complexity, created over three months.
- Hourly Financial Planning — $400/hour
- 10 Hours of Financial Planning — $3,850
- One-hour call with pre- and post-call follow-up — $800
- White glove data entry — $100/hour
Annual Retainer:$1,440 - $6,000/year
One-Time Plan:$2,750 - $20,000
Hourly Rate:$400/hr
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