Nine Inning Finance offers financial planning services to individuals, covering topics like cash flow, budgeting, college funding, retirement, risk management, estate planning, and charitable giving. They also provide educational workshops. Nine Inning Finance does not manage investments or have custody of client funds. The firm creates a financial plan tailored to the client's situation.
Fee Structure
For clients who want a comprehensive financial plan, Nine Inning Finance offers an ongoing service called "Clubhouse Membership." The initial plan costs $5,000 - $7,500. After the initial plan, clients can engage in an annual service billed semi-annually in advance at a flat rate of $1,250 - $1,500 on a recurring basis. Clubhouse members receive access to financial planning software and quarterly check-ins, plus an annual review of their financial plan.