Toole Financial provides financial planning services to individuals, high net-worth individuals, and charitable organizations. Toole Financial is a fee-only firm, meaning it only receives compensation from clients for its services. The firm offers project-based financial planning for specific issues and ongoing financial planning for continuous monitoring and updates to the plan. Toole Financial does not manage assets.
Fee Structure
Toole Financial charges $150 per month for ongoing financial planning, paid in arrears. This service is only available to clients who have completed an initial project-based financial planning engagement. The planner will monitor the plan, recommend changes, and ensure the plan is up-to-date. Clients will receive an updated, written report no less than annually.
Toole Financial offers project-based financial planning services charged at an hourly rate of $250. This is for clients looking to address specific questions or issues. The final fee is negotiable and outlined in the advisory contract.