Trajectory Financial Planning, LLC (TFP) provides financial planning services to individuals and high net-worth individuals. TFP is a fee-only firm, meaning it only receives compensation from clients for its services. TFP offers both project-based and ongoing financial planning services, covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
Trajectory Financial Planning offers ongoing financial planning services for a recurring fixed fee, paid monthly or quarterly in arrears. Monthly fees range from $150 to $1,000, and quarterly fees range from $450 to $3,000. The fee depends on the client's specific needs, complexity, estimated time, research, and resources required.
Trajectory Financial Planning offers project-based financial planning services for a fixed fee between $500 and $10,000, or an hourly rate of $350. The fee depends on the client's specific needs, complexity, estimated time, research, and resources required. A portion of the fee (25%) is collected in advance, with the remainder due upon completion of the services.