Motif Planning provides financial planning services to individuals. As a fee-only firm, Motif Planning only receives compensation from clients for its services. Motif Planning offers ongoing and project-based financial planning services, as well as educational seminars. Financial planning involves evaluating a client's current and future financial state to predict future cash flows, asset values, and withdrawal plans.
Fee Structure
Motif Planning charges a recurring fixed fee for ongoing financial planning services, ranging from $417 to $4,170 per month, depending on the client's needs and complexity. An initial fee of $1,500 to $25,000 covers the initial construction of the financial plan. Fees are negotiable.
Motif Planning charges either a fixed or hourly fee for project-based financial planning. Fixed fees range from $3,000 to $10,000. The hourly rate is $500. Fees are negotiable.