Jariwala Financial Wellness is a registered investment advisor operating as a flat-fee financial planning firm led by Certified Financial Planner Ariane Jariwala. The firm focuses on empowering individuals, families, and small business owners through education and personalized guidance. Services cover budgeting, debt management, cash flow analysis, retirement and college savings planning, investment education, and tax and insurance planning guidance. Importantly, Jariwala Financial Wellness does not manage client investment accounts, execute trades, or hold client funds. Clients always maintain full control over their own investments and accounts.
Fee Structure
Jariwala Financial Wellness offers an ongoing financial planning partnership ranging from $100 to $500 per month, billed monthly. The exact fee depends on how complex your financial situation is, the scope of ongoing services you need, and the anticipated time commitment.
- Narrow scope project — $250-$500 for low complexity projects like a 401(k) rollover or setting up a 529 college savings account
- Focused financial strategy — $500-$750 for guidance limited to one area, such as a retirement readiness check or a debt payoff roadmap
- Comprehensive financial plan — $750-$1,500 for an in-depth plan integrating cash flow, debt, and investment analysis with actionable recommendations