Curious Crow Financial Planning offers financial planning services, including comprehensive plans, ongoing planning, and project-based planning. They help clients with financial goals, cash flow, investment analysis, tax planning, risk management, insurance, employee benefits, retirement planning, college savings, estate planning, and business planning. Curious Crow Financial Planning is a fee-only firm, meaning they only get paid by their clients for their services.
Fee Structure
Curious Crow Financial Planning offers ongoing financial planning for a monthly fee ranging from $250 to $750, paid in arrears. The fee depends on the client's specific needs, complexity, time, research, and resources required. Clients can cancel with 15 days' written notice and will be responsible for payment of fees up to the date of termination, based on the percentage of work completed.
Curious Crow Financial Planning offers several project-based financial planning services:
- Comprehensive Financial Plan: Fixed fee ranging from $5,000 to $7,500.
- Project-Based Financial Planning: Fixed fee ranging from $1,000 to $7,500, or an hourly rate of $250.
