Whether you are looking for a comprehensive financial plan or advice about one specific area of your financial life, whether you have a lot of money or only a little, whether you’ve been in charge of your financial affairs for years or are just starting out, we can help. CommonWealth Financial Planning, LLC offers advice about such issues as:
- Investments
- Budgeting
- Retirement
- Insurance
- Estate planning
- Employee benefits
- Income tax planning
- Paying for college
We tailor our services to your needs, whether you are seeking:
- A comprehensive financial plan
- Advice about one or two burning issues
- A second opinion
- An annual financial checkup
- Or an answer to a financial question
As always, our advice is objective and based on your unique situation. We do not sell products or manage your assets, but provide our guidance, planning and recommendations on an hourly, as-needed basis. All of our client work takes place remotely via phone consultation, virtual meetings and email.
The fee for our services depends on the scope and complexity of your project. We charge by the hour for our financial planning advice (our current rate is $300 per hour) so that you pay only for the time we spend on your project. The fee for your plan can range from $700 – $8,500, with most plans falling between $3,200 and $5,500.