LOTV Planning & Consulting provides financial planning services covering cash flow, budgeting, education funding, retirement, risk management, tax optimization, and estate planning. They also offer investment guidance through consultations and portfolio monitoring, but do not directly manage investments. Services are tailored to each client's needs and can be broad or narrowly focused.
Fee Structure
LOTV Planning & Consulting offers ongoing financial planning services for a fixed monthly fee, ranging from $20 to $2,500. This includes working with a planner to design, monitor, and update your plan. The planner will proactively schedule periodic reviews to address your financial life, covering topics like cash flow, risk management, employee benefits, retirement, tax planning, and education planning.
LOTV Planning & Consulting offers one-time financial planning services for a fixed fee up to $5,000, or hourly services up to $350/hour. The fee is determined on a case-by-case basis, depending on the complexity of the situation and the client's needs.