If you do not prefer the Comprehensive Financial Planning model or full Investment Management Services, Individual Financial Planning Services might be a great fit for you. Individual Financial Planning Services are narrower in scope and usually focus on one of the following areas:
- Goal setting
- Tax planning
- Cashflow and Budget management
- Consumer Debt Counseling
- Investment Analysis
- Risk management/insurance
- Estate planning
Fees for Individual Financial Planning Services will be charged on an hourly basis at $150 an hour.