Emerick Financial Planning provides financial planning services covering cash flow, budgeting, college funding, retirement planning, risk management, estate planning, and tax strategies. They offer broad-based and modular plans, tailoring the scope to your needs. Emerick Financial Planning also offers educational workshops. They do not manage investments or have access to your accounts.
Assets Under ManagementN/A
Clients80
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Initial Financial Assessment - A limited scope session to gather financial information, identify goals, and determine areas for further analysis. The fee is based on an hourly rate of $120 to $360, billed in 15-minute increments.
- Project-Based Financial Planning - A broad-based or modular financial plan with a fixed fee ranging from $500 to $10,000, depending on complexity and time involved.
- Hourly Planning Engagement - Billed at an hourly rate of $120 to $360, in 15-minute increments. Services include meetings, phone calls, emails, analysis, and administrative tasks.
One-Time Plan:$500 - $10,000
Hourly Rate:$120 - $360/hr
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