Crossroads Wealth Planning offers hourly financial planning services. They work with clients to select specific areas to cover, including investment analysis, retirement planning, cash flow and debt management, college savings, business planning, employee benefits optimization, estate planning, financial goals, risk management, and tax planning strategies. They also offer accounting and business advisory services.
Fee Structure
Crossroads Wealth Planning charges $350 per hour for financial planning services. If a comprehensive financial plan is desired, clients will receive a quote of the estimated hours to complete the initial plan. A portion of the quoted fee will be due upon signing of the advisory contract, with any remaining balance due upon delivery of the plan. If additional hours are required beyond the quoted amount, the advisor will notify clients of the additional hours and receive consent prior to moving forward with the plan. If actual hours are less than the quoted amount, any difference will be refunded to the client, or clients can use the extra hours for future work and/or meetings, provided all work is completed within six months from the date the fee was collected.