Balance Financial Planning, LLC is an independent, fee-only firm. We offer financial planning, investment management, and cash flow planning services.
You may just have a couple of questions or you may need a more comprehensive plan. Prices range from $500 for a basic retirement plan and up to $2,000 for a comprehensive plan. Prices depend on the scope and complexity of the plan. We provide a quote after an initial meeting. Below are common plan requests.
Common Plan Requests:
|Comprehensive Financial Plan||Cash Flow Analysis|
|Retirement Savings Plan||College Savings Plan|
|Portfolio Review||Insurance Analysis|
|Real Estate Analysis||Spending Plan|
Investment Advisory Services
Ongoing investment management services include developing your investment plan, managing your accounts, ongoing check-ins, and rebalancing. Ongoing financial planning services included with a minimum account balance.
Assets under Management
|Up to $500,0000||0.65%|
|On amounts over $500,000||0.50%|