Services & Prices
Family Financial Planning
One time up front investment of $500 +$189/month
- Access to FHE modules for family financial education
- Review of all submitted units
- Greenlight subscription
- College Aid Pro subscription
- Full access to financial planning software
- Family financial planning FHE customized learning curriculum
- Comprehensive family financial planning
- Semi-annual review with a Certified Financial Planner (CFP)
- One emergency consultation per year
Family Financial Planning Plus
One time $500 upfront investment of $500+ $189/month + 0.15% of Assets Under Management (AUM)
- Everything in included in family financial planning
- Asset management with no minimum investment required
One-Time Family Financial Plan
$1950
- One time Family Financial Plan
Hourly Work
$250 hour
- One time consultation