Four10 Planning (F10P) offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Services are offered through comprehensive or project-based engagements. F10P also provides speaking engagements/educational seminars and employee wellness consulting.
Fee Structure
Four10 Planning charges an annual fee of $3,600 - $4,800 for ongoing financial planning. The fee is determined annually and billed monthly or quarterly, in advance. A minimum of two meetings will be held with each client, and the client and planner will determine a meeting cadence best for both parties. Ongoing Financial Planning fees are negotiable.
Four10 Planning charges an hourly fee of $300 for project-based financial planning engagements. The fee is dependent upon the time spent on the engagement. Fees are negotiable.