Ridge Falls Financial Planning provides hourly, fee-only financial planning services. They evaluate a client's current and future financial state to predict future cash flows, asset values, and withdrawal plans. Ridge Falls Financial Planning works with clients to identify financial goals and develop a plan to reach them. They may recommend third-party professionals such as attorneys, accountants, tax advisors, and insurance agents, but clients are not obligated to use them. Ridge Falls Financial Planning does not manage assets.
Fee Structure
Ridge Falls Financial Planning believes consistent annual financial planning reviews are valuable in helping clients achieve their goals. Reviews typically take between three and five hours to complete at an hourly rate of $250, billed in 15-minute increments. A typical review includes a review of planning objectives, cash flows, contingencies, investments, tax planning opportunities and progress towards near- and long-term goals.
Ridge Falls Financial Planning offers financial planning at an hourly rate of $250, billed in 15-minute increments. The advisor will provide an estimate of hours to complete the project-based plan and will not exceed the estimated hours without prior client consent. Financial plans typically take between eight and fifteen hours to complete.