Supportive Financial, LLC (SF) is a fee-only financial planning firm that provides financial planning services. SF does not provide investment management, does not maintain authority over client accounts, does not execute trades, and does not monitor investment accounts. Clients retain full responsibility for investment implementation. SF offers comprehensive ongoing financial planning, project-based planning, estate settlement support, hourly planning services, and educational seminars.
Fee Structure
Supportive Financial offers ongoing financial planning for $2,000 per quarter, billed in advance. There is an initial $2,000 onboarding fee that covers plan creation and the first quarter. This service includes ongoing access to a financial planner, periodic review meetings, and continuous planning updates.
- Project-Based Financial Planning - $5,000 flat fee, includes up to 6 months of limited follow-up
- Estate Settlement Support - $2,000 flat fee
- Hourly Financial Planning - $300 per hour, negotiable depending on scope