Paradox Financial LLC (PF) offers financial planning services, including comprehensive plans, ongoing planning, and hourly consultations. PF helps clients with cash flow, debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax strategies. PF tailors its services to individual client needs and can accommodate reasonable restrictions on investment advice. PF does not manage client assets.
Fee Structure
For ongoing financial planning and assistance with implementing recommendations, Paradox Financial charges $250-$1,000 per month, paid in arrears. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
- Comprehensive Financial Plan - A fixed fee ranging from $2,500 - $10,000, dependent on the client's specific needs, complexity, estimated time, research, and resources required.
- Hourly Financial Planning - $350 per hour for a limited scope, one-time engagement to address specific questions or issues.