Kickstart Financial Planning offers financial planning services to individuals and families, focusing on areas like cash flow, debt management, retirement planning, education funding, insurance, estate planning, and tax strategies. They offer comprehensive and project-based services, but do not manage investments. The firm tailors advice to each client's needs and circumstances.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan - $1,950, paid in three monthly installments of $650. This covers budgeting, investing, retirement, insurance, Social Security, healthcare, college savings, and other financial decisions. Includes instruction on how to use a financial planning tool.
- Financial plan for early-career professionals - $499. This includes budget review, company benefits, insurance needs, and early investment choices.
- Limited planning component engagement - $199 per hour, billed in 15-minute increments.
One-Time Plan:$499 - $1,950
Hourly Rate:$199/hr
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