My Money Person LLC provides financial planning services, including project-based planning and ongoing comprehensive financial planning. Project-based planning covers topics like retirement, risk management, college savings, and estate planning. Ongoing planning involves working with a planner to develop and implement a plan, monitor it, and make necessary changes. MMP tailors services to each client's needs and risk tolerance.
Fee Structure
My Money Person LLC offers ongoing comprehensive financial planning for a monthly or quarterly fee based on 2% of your annual household gross income. This includes developing and implementing a financial plan, monitoring it, recommending changes, and ensuring it's up to date. The first month of limited scope ongoing financial planning is $100 and includes a 30 minute goal setting meeting. The on-going fee is $50 a month for access to the application and optional monthly 15 minute check-ins. This service is limited to cash flow and debt management scope of financial planning.
My Money Person LLC offers project-based financial planning for a fixed fee between $300 and $900, depending on the complexity and needs of the client. The fee is negotiable.