Cedar Grove Financial Planning provides financial planning services at an hourly or per-plan rate. They act as a fiduciary, meaning they are legally required to act in your best interest. They do not manage investments or charge commissions. Their services include income planning, tax strategy, education and retirement funding, and estate goal setting. They specialize in working with clients with complex financial situations, including US Foreign Service and Military Service Members.
Fee Structure
Cedar Grove Financial Planning offers clients the option to pay a monthly fee for access to web-based financial planning tools, including a financial organizer, budgeting tools, and a secure vault for personal files. Subscribers may receive discounted or complimentary follow-up meetings. This is optional and does not imply continuous monitoring of client accounts.
- Comprehensive financial plan — $1,200-$3,500, depending on the complexity and priorities of the client.
- Follow-up meetings and annual updates — $200 for the first hour and $100 per hour after.
- Hourly financial questions (for new clients who have not completed the financial planning process) — $200 for the first hour and $100 per hour after.