Plan For It Financial, LLC
Plan For It Financial, LLC
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    • Home
    • About
      • Our Story
      • Our Logo
    • Our Process
    • Services
    • Fees
    • Blog
    • Contact
  • Home
  • About
    • Our Story
    • Our Logo
  • Our Process
  • Services
  • Fees
  • Blog
  • Contact

working with us

ONGOING FINANCIAL PLANNING

Comprehensive Financial Plan

$3500-$7500

  • 3-month engagement
  • Half Due Upon Signing Client Agreement
  • Balance Due Upon Plan Delivery

Monthly fee (begins month following comprehensive financial plan delivery)

$400-$700

  • Ongoing Plan Implementation Assistance
  • 3 Review Meetings Per Year
  • Plan Updates as Warranted
  • Life Happens: On-the-Fly Guidance
  • Ongoing Education and Coaching
  • Unlimited Email Support
  • Accountability Partner
  • Confer with Outside Advisors as Warranted

PROJECT-BASED FINANCIAL PLANNING

Comprehensive Financial Plan

$3500-$7500

  • 3-month engagement
  • Half Due Upon Signing Client Agreement
  • Balance Due Upon Plan Delivery

HOURLY FINANCIAL PLANNING

Rate

$350

  • These sessions are appropriate for limited-scope engagements and typically consist of a 90-minute meeting focused on a specific topic or issue. 
  • Hourly financial planning engagements generally comprise 3-5 hours of work in total, including meeting preparation, meeting time, and preparing post- meeting recommendations.
  • An action plan is provided at completion containing key points, specific recommendations, and additional resources.

Plan For It Financial, LLC does not receive compensation for the recommendation or sale of any securities, insurance products or referrals. Actual fee where a range has been provided will be determined by the complexity of Client's financial situation and mutually agreed upon in advance of commencing the planning process.

Copyright © 2026 Plan For It Financial, LLC - All Rights Reserved.


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