Better World Planning (BWP) provides flat-fee, advice-only financial planning services. BWP integrates clients’ mindset, wealth, and health. Services include comprehensive financial, tax, and estate planning, cash-flow and retirement analysis, and health and habit-building education. BWP does not manage assets or charge asset-based fees. BWP provides services primarily through virtual meetings and digital communications.
Fee Structure
Better World Planning offers a comprehensive planning membership for $350/month. This includes financial planning, investment advice, estate planning documentation, insurance needs analysis, personalized health and fitness coaching, and virtual meetings. Clients maintaining active membership for six months receive a one-year Function Health membership.
- One-Time Comprehensive Financial Plan: $4,000. Includes comprehensive financial planning, estate planning documents, immediate access to a one-year Function Health membership, personalized fitness and nutrition coaching guidance, and 6 months of implementation support.
- Hourly Consultation: $250/hour