Look Both Ways Financial offers financial planning services, including comprehensive financial plans and limited financial advice on specific topics. A comprehensive plan covers areas like estate planning, education planning, tax planning, retirement income, and investment analysis. Clients receive a written or electronic report with detailed recommendations. The firm also offers educational seminars and workshops. Look Both Ways Financial does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $6,400 per household, covering various financial goals and objectives.
- Limited financial advice — $300 per hour for advice on specific topics, available after the comprehensive plan or as needed.
One-Time Plan:$6,400
Hourly Rate:$300/hr
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