395 Financial Planning provides financial planning services to individuals, including high net worth individuals. They offer ongoing financial planning for a fixed monthly fee, and project-based financial planning for specific needs like retirement, college savings, or estate planning. They do not manage investments.
Fee Structure
Ongoing financial planning is offered for a fixed monthly fee of $395, based on complexity. This includes developing and implementing a financial plan, monitoring it, and recommending changes as needed. The fee may be negotiable. Portfolio management advice is included at no additional cost.
Project-based financial planning services are offered for a fixed fee, ranging from $395 to $10,000, depending on the project's complexity. This includes services such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. The fee is negotiable.