The Borland Group offers personal financial planning services to individuals for an hourly fee. The firm follows a six-step process that includes understanding your goals, gathering financial facts, preparing a customized financial plan, delivering the plan, helping you implement it, and providing ongoing service with periodic reviews. The Borland Group does not sell any investment or insurance products and has no financial interest in the products or professionals they recommend.
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Fee Structure
The Borland Group provides ongoing financial planning services that include quarterly investment reviews, year-round income tax planning, and an annual update of your financial plan. They also offer interim reviews as needed. These services are billed hourly.
Hourly Rate:$105 - $365/hr
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