Think Ahead Financial Planning (TAFP) offers personalized financial planning services to help clients achieve their financial goals. TAFP works with clients to understand their current financial situation, risk tolerance, and future goals. They develop customized recommendations covering areas like budgeting, retirement planning, college savings, investment analysis, insurance needs, and estate planning. TAFP follows a collaborative approach, providing clients ample opportunity to discuss recommendations and provide feedback. TAFP does not manage investments.
Fee Structure
For ongoing financial planning, Think Ahead Financial Planning charges between $1,000 and $3,000 for the initial plan, then a quarterly fee of $1,000 to $3,000. The fee depends on the complexity of your situation, your net worth, and your income. Fees are negotiable.
For specific projects, Think Ahead Financial Planning charges a fixed fee between $1,000 and $5,000, depending on the scope and complexity. The fee is negotiable. For fees under $2,000, payment is due upon completion. For fees of $2,000 or more, half is due when half the work is done, and the rest upon completion.