Wealthy With Intention LLC provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Services are offered on a project basis or ongoing. Wealthy With Intention LLC does not manage client assets.
Fee Structure
Wealthy With Intention LLC offers ongoing financial planning for a monthly fee ranging from $250 to $700, depending on the client's needs, complexity, and resources required. This fee is paid monthly in arrears. An initial fee up to $5,000 is charged for the initial construction of the comprehensive financial plan.
Wealthy With Intention LLC offers project-based financial planning for a fixed fee between $500 and $5,000, or an hourly rate of $250. The fee depends on the client's needs, complexity, and resources required.