FinCop Financial Planning offers financial planning services to individuals. These services can cover goal setting, financial planning (balance sheet and cash flow review), debt management, risk management (insurance review), employee benefits optimization, investment education, education planning, retirement planning, and estate planning. FinCop Financial Planning does not manage investments. The firm may also offer education seminars/workshops to groups and organizations.
Fee Structure
FinCop Financial Planning charges retainer fees for ongoing financial planning services. These fees are billed quarterly and will not exceed $2,000 per year. The specific services covered and the complexity of your financial situation determine the fee.
FinCop Financial Planning charges project fees for specific financial planning tasks. These fees depend on the complexity of your situation and the time required, but will not exceed $2,000. Hourly fees are also available at $100 per hour.