Golden Thread Collaborative, LLC offers financial planning and coaching services through scheduled sessions. They focus on actionable guidance covering financial and life planning topics. Services are tailored to each client's unique circumstances and adapt as needs change. They address areas such as financial wellbeing, estate planning, adapting cash flow, and preparing for end-of-life. They also offer support to surviving loved ones.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Standard engagement (16 sessions over 16 weeks) — $8,000, billed in four blocks of four sessions at $2,000 per block.
- Additional support (hourly) — $400 per hour for work outside scheduled sessions, such as research, meetings with other professionals, and extensive document review.
- Support for loved ones (75-minute session blocks) — $500 per session.
One-Time Plan:$8,000
Hourly Rate:$400/hr
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