My Holistic Financial Plan provides financial planning services, including creating detailed financial plans to help clients achieve their goals. These plans can cover cash flow, debt management, college savings, employee benefits, estate planning, insurance, investments, retirement planning, risk management, and tax strategies. They also offer ongoing financial planning services where a planner works with the client to implement and monitor their plan.
Fee Structure
My Holistic Financial Plan offers ongoing financial planning for a standard monthly fee of $400. This includes working with a planner to develop, implement, and monitor your financial plan, with annual reviews and updates. The fee may be negotiable.
My Holistic Financial Plan offers a comprehensive financial plan for a standard fee of $7,500. This includes a follow-up meeting to check on the implementation of the plan. The fee may be negotiable.