Widow Mite Finance provides financial planning services on an hourly basis. They offer individual and couples counseling, small group counseling, workshops, and financial research services. They do not manage investments or provide portfolio management services. Clients are responsible for executing their own trades. Widow Mite focuses on helping clients with various financial topics, including retirement planning, communication about finances, financial psychology, and debt management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- 1:1 and/or Partner Counseling — $25 per 60-minute session, virtual or at Widow Mite's office. An extra $10 is charged for sessions at the client's location.
- Financial Research — $25 per 60-minute session. Clients can request research on specific financial topics.
- Small Group Counseling — $50 per 60-minute session, virtual or at Widow Mite's office, for up to 10 people. An extra $10 is charged for sessions at the client's location.
- Workshops — $75 per 60-minute session, virtual or at Widow Mite's office, for 10+ people. An extra $10 is charged for sessions at the client's location.
Hourly Rate:$25 - $75/hr
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