Nasira Financial is a financial planning firm that creates personalized plans for clients. They work with clients to understand their financial situation, set goals, and develop strategies for the short, medium, and long term. Nasira Financial also offers consulting services to other registered investment advisors.
Fee Structure
Following the initial financial plan, Nasira Financial offers ongoing planning for $1,999 per year, including a six-month and twelve-month formal review (up to 15 hours of professional time). They also offer a semi-annual engagement for $500 every six months, including a bi-annual formal review (up to 3 hours of professional time). Additional hours are billed at $250 per hour.
Nasira Financial offers financial plans for a flat fee between $3,500 and $7,500, which includes up to 25 hours of professional time over 12 months. Additional hours are billed at $250 per hour. They also offer hourly financial planning advice in a modular format or general consulting services for $250 per hour, which may be discounted.