100 plus planning is a financial planning firm that provides comprehensive and project-based financial planning services to individuals, families, and businesses. 100 plus planning does not manage investments or sell investment products. The firm's services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals and priorities, insurance, investment analysis, retirement planning, risk management, tax planning strategies, and major purchase planning.
Fee Structure
100 plus planning offers ongoing financial planning for a recurring fixed fee, paid monthly or quarterly, ranging from $100 to $1800. The fee depends on the client's needs, complexity, time, research, and resources required. An initial fee, no greater than $3,600, may be charged for the initial construction of the comprehensive financial plan.
100 plus planning offers project-based financial planning for a fixed fee ranging from $1,000 to $6,000. The fee depends on the client's needs, complexity, time, research, and resources required. A one-time comprehensive financial plan is also available on a project-based basis.