Blue Otter Financial Planning is a registered investment advisor based in Decatur, Georgia, founded and operated by Lenet Rivas. The firm specializes in comprehensive financial planning, cash flow analysis, budgeting, retirement strategies, education funding, risk management, and estate planning guidance. Blue Otter Financial Planning does not manage investment portfolios, execute trades, or hold client assets, focusing instead on delivering personalized advice and actionable recommendations. Clients retain full control over implementing any suggestions and executing their own trades. The firm offers various flat-fee planning packages and educational sessions tailored to individual needs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Individual Educational Session — $250 for a 60-minute one-on-one session covering a selected financial topic
- Budget Blueprint — $2,500, paid in six equal installments, for a customized budgeting engagement with six monthly follow-up meetings
- Budget and Spending Analysis — $5,000, paid in six equal installments, for comprehensive spending analysis and budgeting with six monthly follow-up meetings
- The Financial Snapshot — $4,000, paid in three equal installments, providing an overview of savings, investment allocation, insurance, and long-term projections
- The Financial Blueprint — $6,000, paid in four equal installments, including everything in the Financial Snapshot plus education planning, scenario analysis, investment recommendations, and implementation support
- The Legacy Plan — $8,000 to $10,000, paid in four equal installments, covering retirement distribution planning, long-term care, estate planning, and tax strategy analysis
- Hourly consulting — $200 per meeting for recurring monthly meetings or $250 per meeting for recurring quarterly meetings
One-Time Plan:$250 - $10,000
Hourly Rate:$200 - $250/hr
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