Stride Financial Planning LLC (SFP) is a fee-only firm that provides financial planning services to individuals. SFP works with clients to evaluate their current and future financial state, covering areas like cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. SFP does not manage investments.
Fee Structure
Stride Financial Planning offers ongoing financial planning services for a recurring fixed fee, paid quarterly in arrears. The fee ranges from $600 to $1,200 per quarter, depending on the client's needs, complexity, and time required. Fees are negotiable. There is also an initial fee of $400-$1,000 for onboarding and initial plan construction.