Socrates Financial Planning, LLC (SFP) is a fee-only financial planning firm. SFP offers financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. SFP may recommend third-party professionals but does not receive compensation from them. Services are offered on a project-based or ongoing basis.
Fee Structure
Socrates Financial Planning offers ongoing financial planning for a recurring fixed fee, paid monthly or quarterly. Monthly fees range from $300 to $1,000, depending on the client's needs, complexity, and resources required. Fees are negotiable.
Socrates Financial Planning offers project-based financial planning for a fixed or hourly fee. The hourly rate is $200. Fixed fees range from $1,000 to $10,000, depending on the client's needs, complexity, and resources required. Fees are negotiable.