Reflective Financial offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Services are offered on a project basis or ongoing. The firm does not offer investment management.
Fee Structure
Reflective Financial offers ongoing financial planning for a one-time startup fee ranging from $300 to $5,000, plus a recurring monthly fee ranging from $300 to $2,000. The fees depend on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
Reflective Financial offers project-based financial planning for a fixed fee between $300 and $24,000, or an hourly rate of $300. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.