Belay Finance provides financial planning and consulting services to individuals and high net worth individuals. Services include full financial plans covering financial goals, net worth, cash flow, retirement strategy, risk management, investment planning, tax reduction, and estate preservation. Belay Finance also offers consultation services on individual financial topics. Seminars and workshops are held to educate the public on investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Full Financial Plan - A complete evaluation of your current and future financial state, including cash flow projections, asset values, and withdrawal plans. The plan covers net worth, tax liabilities, asset allocation, and retirement plans, and may include estate planning.
- Consultation Services - Assistance with individual financial topics, as agreed upon in the financial planning agreement. This is not a detailed financial review and will not result in a complete financial plan.
One-Time Plan:$2,500
Hourly Rate:$250/hr
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