Your Everyday ROI offers financial planning services to individuals, including high net worth individuals. They provide ongoing financial planning for a fixed monthly fee, project-based planning for a fixed fee, and hourly financial planning. The firm does not manage assets or participate in wrap fee programs.
Fee Structure
Your Everyday ROI offers ongoing financial planning for a fixed monthly fee of $350. This includes working with a planner to develop and implement a plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. The plan is reviewed annually.
Your Everyday ROI offers project-based financial planning for a fixed fee of $3,000. Topics include retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. Hourly financial planning is also available at $350 per hour.