Tailwind Financial offers financial planning and consulting services covering financial goals, tax planning, asset allocation, risk management, retirement planning, budgeting, education planning, cash flow, charitable planning, lines of credit, insurance, business financial planning, mortgage/debt, and real estate analysis. They provide a written plan with recommendations, but implementation is at the client's discretion. Ongoing services revisit these areas via scheduled meetings, calls, or emails.
Fee Structure
Ongoing financial planning is billed at an hourly rate of $350 per hour after the initial financial plan is developed and implemented.
Tailwind Financial offers comprehensive financial plans quoted as a fixed fee, ranging from $3,500 to $14,000, based on complexity and expected time and effort.