FWJ Planning LLC provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They offer both project-based and ongoing financial planning, where clients work with a planner to develop, implement, and monitor their financial plan. FWJ does not offer investment management services.
Fee Structure
FWJ Planning offers ongoing financial planning services where clients work one-on-one with a planner for a fixed periodic fee. The planner helps develop and implement the plan, monitors it, recommends changes, and ensures it's up to date. Clients receive a detailed financial plan and the planner monitors the client's financial situation and goals throughout the year.
Check-in fees are billed in advance of the preferred periodic interval:
- Monthly: $175
- Quarterly: $125
- Semi-Annual: $100
- Comprehensive financial plan — $4,000 to $6,000, depending on the complexity of the client’s financial situation.
- Annual plan refresh for returning clients — $2,000
- Hourly financial planning — $250/hour with a 3-hour minimum for a fixed-scope engagement.