Moonshot Planning LLC provides financial planning and investment management services. The firm offers ongoing and project-based financial planning covering areas like business planning, cash flow, college savings, employee benefits, estate planning, financial coaching, insurance, investment analysis, retirement planning, risk management, and tax planning. Investment management is included with ongoing financial planning.
Assets Under Management$770K
Clients8
Advisors1
Avg. per Client$96K
Avg. per Advisor$770K
Fee Structure
Planning is included in investment management
Investment management is included as part of Moonshot Planning's ongoing financial planning service. There is no separate fee for investment management.
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