Bright Women Financial offers financial planning services on a one-time or ongoing basis. As a fee-only firm, Bright Women Financial is only compensated by clients for their services. The firm may recommend third-party professionals, but does not receive compensation from them. Services include cash flow and debt management, charitable giving strategies, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
Bright Women Financial offers ongoing financial planning for a recurring quarterly fee, ranging from $1,250 to $3,750, which translates to $5,000 to $15,000 annually. This service includes regular monitoring and updates to the financial plan, collaboration with a financial planner, and access to a client portal for document storage and spending monitoring.
Bright Women Financial offers a one-time comprehensive financial plan for a fixed fee ranging from $5,000 to $15,000, depending on the complexity of the client's financial situation. The plan covers various areas, including cash flow, debt management, charitable giving, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.