Why you should choose Lamorinda Financial Planning
Although a comprehensive financial plan can provide the greatest benefits – our flexible business model enables us to limit our advisory services to your topic specific needs such as:
- Retirement planning
- Investment analysis
- Cash management and budgeting
- College funding
- Major purchases such as wedding, travel, new home, etc.
- Retirement – current, near term or way in the future
- Family gifts and/or charitable giving
Under the hourly fee structure you will be charged $300/hr.
The fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance.
At our Get Acquainted Meeting we will discover the overall cost projection for your particular plan.
So let’s take a look at some of your options, whether a full financial plan or a topic specific engagement, we think you will find this is a refreshingly different style of financial planning.