EnoughFP offers financial planning services to individuals, high net-worth individuals, trusts, and businesses. Services are provided on an hourly or fixed-fee basis and cover a range of topics, including business planning, cash flow planning, debt planning, education planning, employment benefits, estate planning, financial goals, insurance planning, investment planning, property planning, retirement planning, risk planning, and tax planning. EnoughFP also offers a Single Session Financial Review for a fixed fee.
Assets Under Management$0
Clients6
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Ongoing financial planning is charged at EnoughFP's hourly rate and billed quarterly. If no service is provided in a quarter, the client will not be charged.
- Single Session Financial Review - A fixed fee of $4,400, which converts to the hourly rate if the fee under the hourly rate is less. This service is designed to address specific questions, validate current strategies, and provide actionable recommendations in a condensed timeframe.
- Post Engagement Support - Charged at EnoughFP's hourly rate with a two-hour minimum. This is for ad-hoc support, implementation questions, meetings, etc., for a period of 12 months following the termination of the Single Session Financial Review.
One-Time Plan:$4,400
Hourly Rate:$400/hr
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