The Wealthy Parent is a financial planning firm that offers ongoing guidance and one-time project engagements. The firm focuses on helping clients navigate cash flow management, debt reduction, college savings, employee benefits, estate planning, insurance needs, retirement readiness, and tax planning strategies. Services are delivered through several distinct options, including ongoing planning, comprehensive financial plans, ongoing software access, 90-minute checkups, and hourly consultations. The firm does not manage investment portfolios directly or trade securities on behalf of clients, but rather provides strategic advice and recommendations that clients can implement independently.
Fee Structure
The Wealthy Parent offers an ongoing planning relationship that involves working one-on-one with a financial planner to develop, implement, and monitor a personalized financial plan as your life evolves.
- Pricing: Monthly fixed fees ranging from $200 to $1,000, paid monthly in arrears.
- The Wealthy Parent Plan — $4,950 total for a six-month engagement, covering a comprehensive written or electronic financial plan with implementation assistance ($150 upfront and $800 monthly for six months).
- The Wealthy Parent Ongoing Access — $495 for a twelve-month engagement, providing one hour of financial planning support and continuous access to financial software after completing the main plan.
- The 90-Minute Financial Checkup — $450 flat fee for a single meeting addressing specific financial questions or topics.
- Hourly Financial Planning — $300 per hour for targeted assistance outside of standard packages.