Holistic Financial Planning, LLC offers financial planning and investment review services. Financial planning covers various aspects of a client's financial life, including personal goals, financial statements, cash flow, debt planning, tax planning, insurance, estate planning, retirement planning, and investments. Investment reviews are provided upon request and include an investment policy statement and portfolio recommendations. Holistic Financial Planning does not manage client accounts or have authority to withdraw funds.
Fee Structure
Holistic Financial Planning offers investment review services on an hourly basis. The hourly fee is $200, and the total cost will depend on the complexity of your situation. You'll receive an estimate at the start of the engagement. Holistic Financial Planning will provide observations and recommendations, but you are responsible for implementing any changes.