Noteworthy Financial provides financial planning services to individuals, families, charitable organizations, and businesses. They offer ongoing financial planning for a monthly fee, which includes developing and monitoring a financial plan. They also offer project-based financial planning on topics like retirement, risk management, and college savings.
Fee Structure
Noteworthy Financial offers ongoing financial planning for an upfront fee of $1,000 - $3,000, followed by an annual fee of $7,000 - $20,000, payable monthly. This service includes working with a planner to develop and implement a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. The fee is negotiable and depends on the complexity and scope of services.
Noteworthy Financial offers project-based financial planning for a fixed fee ranging from $3,000 to $20,000, depending on the complexity and scope of the project. They also offer hourly financial planning at $300 per hour.