Blue Coast Financial Planning provides financial planning and consulting services to individuals and families. The firm operates on a fee-only basis, meaning it only receives compensation from clients for its services. Services are provided primarily on an ongoing basis through a fixed fee. Blue Coast Financial Planning may recommend third-party professionals such as attorneys, accountants, or insurance agents, but clients are not obligated to use them.
Fee Structure
Blue Coast Financial Planning offers ongoing financial planning services for an annual fee ranging from $1,500 to $6,000, billed monthly. This fee covers implementation support and ongoing consulting services related to the client's financial plan. The firm helps clients identify and take actions to accomplish their financial planning objectives and updates the plan as needed.
Blue Coast Financial Planning offers one-time comprehensive financial planning services for a fee ranging from $2,500 to $5,000, depending on the complexity and needs of the client. The fee is agreed upon before any work begins, with half due at the start and the remainder upon completion.