Scientific Financial provides comprehensive and fixed-fee financial planning services. These services include 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. Clients can also receive ongoing support and maintenance.
Fee Structure
Scientific Financial offers an Ongoing Support and Maintenance program for a monthly fixed fee. This includes access to financial planning software, email support, and a limited number of one-on-one meetings to review progress, investments, retirement allocations, explore scenarios, and answer financial questions. Members also receive a discount on future engagements.
- Comprehensive Financial Plan: $4,000 - $8,000, depending on complexity.
- Fixed Fee Financial Advice: $200 - $8,000, depending on project complexity.
- Hourly Financial Advice: $200 - $400 per hour, depending on complexity.