For clients who want a standalone financial plan or guidance on specific financial issues, we work with clients on a one-time or as needed basis. Typical projects include portfolio reviews, retirement projections, investment review or recommendations on savings for a specific goal, such as college.
Fees are charged based on the number of hours at our hourly rate. We are not actively involved in the implementation of financial planning recommendations nor do we provide direct professional management of client’s portfolio.
Financially in Tune will provide an agreement letter stating the fixed fee after the initial complementary meeting to get to know each other. Hourly fees are $300/hour, quoted as a project fee based on anticipated time to complete the desired tasks. Project fees are typically $1,200 - $6,000.
Process
- Data Collection – Financially in Tune will request the data needed to prepare the financial analysis.
- Once a signed agreement is returned and Financially in Tune has all relevant information requested, it typically takes 2-4 weeks for Financially in Tune to complete the analysis and prepare to meet again with the client.
Ongoing Advice
- It is up to the client to contact Financially in Tune when additional guidance or an update is requested.
- Additional advice and recommendations will be billed at the prevailing hourly rate.
