Life Planning Partners provides financial planning and portfolio management services. Their financial planning addresses various aspects of life, including cash flow, tax planning, insurance, estate planning, and investments. They work with clients to create a financial life plan and regularly review and update it to reflect changes in their situation. Investment advice is tailored to meet individual needs and objectives, with regular portfolio supervision and rebalancing.
Fee Structure
Life Planning Partners offers ongoing financial planning and portfolio management. The fee is a fixed amount based on the complexity of your financial needs. Factors include the number of household members, amount of financial planning required, number and type of accounts, net worth, life stage, business interests, real estate ownership, and trust arrangements. The minimum fee is $2,500 per quarter, but fees may be negotiable.