7 Saturdays Financial offers ongoing financial planning, investment management, and hourly/project-based financial planning. Ongoing planning involves working with a planner to develop and implement a financial plan, while investment management focuses on tailored investment portfolios. Hourly and project-based planning covers topics like retirement, risk management, and college savings. 7SF tailors services to each client's needs and risk tolerance.
Fee Structure
7 Saturdays Financial offers investment management as part of their ongoing comprehensive financial planning service. The annual fee for this bundled service, which includes both financial planning and investment management, varies based on the complexity and needs of the client. Clients are billed quarterly in advance. The fee may be negotiable. Clients may also incur additional fees for third-party investment management services if they choose to use Schwab's direct indexing offering or Altruist's automated tax-loss harvesting and/or direct indexing features.
