Reel Financial Planning (RFP) provides financial planning services to individuals and high-net-worth individuals. RFP is a fee-only firm, meaning it only gets paid by its clients for its services. RFP offers financial planning services on a project basis or through ongoing engagements. They also offer financial coaching services. RFP tailors its services to meet the individual needs of its clients.
Fee Structure
Reel Financial Planning offers ongoing financial planning for a recurring fixed monthly fee, ranging from $0 to $2,000. The fee depends on the client's specific needs, complexity, estimated time, research, and resources required. The fee is negotiable.
Reel Financial Planning offers project-based financial planning for a fixed fee ranging from $0 to $20,000, or an hourly rate of $350. The fee depends on the client's specific needs, complexity, estimated time, research, and resources required. The fee is negotiable.
