Clearstream Planning provides financial planning services to individuals, high net-worth individuals, charitable organizations, corporations, and other businesses. They offer both ongoing and project-based financial planning, covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Clearstream Planning does not offer investment management services.
Fee Structure
Clearstream Planning offers ongoing financial planning for a recurring monthly fee ranging from $500 to $1,500, depending on the client's needs and the complexity of their situation. An initial fee up to $15,000 may be charged for the initial construction of the financial plan.
Clearstream Planning offers project-based financial planning for a fixed fee between $300 and $20,000, or an hourly rate of $300. The fee depends on the client's specific needs and the complexity of the project.