Her Personal Finance, operating as Access 401K LLC, is a fee-only financial planning firm. They offer project-based and ongoing financial planning services, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. They tailor their services to each client's needs and allow clients to specify restrictions on investment recommendations.
Fee Structure
Her Personal Finance offers ongoing financial planning for a recurring fixed monthly fee, ranging from $0 to $4,800. The fee depends on the client's specific needs, complexity, time, research, and resources required. The fee is negotiable.
Her Personal Finance offers project-based financial planning for an hourly fee, ranging from $0 to $500. The fee is negotiable. Six hours of the fee is collected in advance, with the remainder billed monthly until completion. For engagements less than six hours, fees are collected in advance.