Shelterbelt Advisors, operating as Grows on Trees, LLC, offers financial planning and tax preparation services. As a fee-only firm, Shelterbelt Advisors is only compensated by clients for their services. Financial planning services include business planning, 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.
Fee Structure
For ongoing financial planning, there is an initial fee ranging from $300 to $900 to construct the financial plan. After that, there is a recurring monthly fee ranging from $200 to $600. The fee depends on the client's needs, complexity, time, research, and resources required.
Project-based financial planning is offered at an hourly rate of $200. Fees are negotiable.