Truly Unbiased provides financial planning and consulting services to individuals and businesses. These services include a comprehensive evaluation of your current and future financial state, using known variables to predict future cash flows, asset values, and withdrawal plans. Services are provided on an ongoing basis or for specific projects. Clients receive periodic check-ins, access to Truly Unbiased for questions, and action items to implement.
Fee Structure
Truly Unbiased offers ongoing financial planning services for a negotiable flat fee. For the first three months, the fee will be no more than $3,000 per month, and subsequent months will be no more than $1,500 per month. Fees are billed quarterly in arrears.
Truly Unbiased offers project-based financial planning services for an hourly fee of $250 per hour. Fees are billed 50% in advance, with the balance due upon plan delivery.