Cycle Financial Planning offers financial planning services, including comprehensive financial planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Cycle Financial guides clients to gaining confidence in self-investing, recommending "no-load" mutual funds and ETFs with expense ratios less than 1.5%.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Cycle Financial offers an annual subscription for ongoing personal financial planning services. For $2800 per year, clients receive updates on taxes, investment rebalancing, and guidance on life changes.
- Comprehensive Financial Plan (Full Path) - $3500 for a guided path that clients can use for years to come. This option is for clients with no prior experience in financial planning and includes more time for information gathering and implementation guidance.
- Comprehensive Financial Plan (Check-In) - $2100 for clients who have a plan and want to check in with a professional.
- Hourly Financial Planning - $375 per hour for a stand-alone financial planning consultation based on an analysis of the client's discrete goal.
Annual Retainer:$2,800/year
One-Time Plan:$2,100 - $3,500
Hourly Rate:$375/hr
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