Primas Financial Planning offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also provide ongoing financial planning services with monthly fees, including plan monitoring and updates. Seminars on financial topics are available, and tax preparation services can be added to ongoing planning.
Fee Structure
Primas Financial Planning offers ongoing financial planning for a monthly fee of $100-$800, determined by the complexity of your situation. This includes developing and implementing a financial plan, monitoring its progress, and recommending changes. You'll have monthly or quarterly meetings for the first year, and an annual review to ensure the plan is up-to-date.
Primas Financial Planning offers hourly financial planning engagements at a rate of $200 per hour.