Plan For It Financial (PFIF) is a fee-only financial planning firm. PFIF offers financial planning services covering areas like cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. These services are offered on an ongoing or project basis. PFIF does not manage client assets.
Fee Structure
Plan For It Financial offers ongoing financial planning for a recurring monthly fixed fee ranging from $400 to $700. This service includes working with a financial planner to develop and implement a financial plan, monitoring the plan, and recommending changes as needed. An initial fee of $3,500 - $7,500 is charged for the initial construction of the financial plan.
Plan For It Financial offers project-based financial planning for a fixed fee between $3,500 and $7,500, or an hourly rate of $350. This service is for clients looking to address specific questions or issues.