Infinite Summer Financial Planning (ISFP) provides financial planning services to individuals and high-net-worth individuals. ISFP offers both project-based and ongoing financial planning, covering areas like cash flow, debt management, college savings, employee benefits, insurance, investment analysis, retirement planning, risk management, and tax strategies. ISFP is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
Infinite Summer Financial Planning offers ongoing financial planning for a recurring fixed fee, ranging from $100 to $500 per month or $300 to $1,500 per quarter, paid monthly or quarterly in advance. The fee depends on the client's needs, complexity, and resources required. This service includes collaboration with a financial planner to develop and implement a financial plan, monitor it, and make updates as needed. An annual service calendar is established to set expectations for meetings, follow-ups, and check-ins.
Infinite Summer Financial Planning offers project-based financial planning for a fixed fee between $1,500 and $7,500, or an hourly rate of $225. The fee depends on the client's needs, complexity, and resources required. Half of the fee is due when the contract is signed, and the remainder is due upon completion of the services.