Women's Wealth LLC offers financial planning services to individuals, including initial comprehensive plans and annual updated plans. These plans cover areas like cash flow, retirement, risk management, and estate planning. The firm also provides financial advisory services to businesses on an hourly basis. Women's Wealth operates under a fiduciary standard, acting in clients' best interests.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Women's Wealth offers an annual updated comprehensive financial plan for clients who have completed an initial plan. This ongoing support includes an updated plan, semi-annual communication with key to-dos, and covers areas like goals, cash flow, risk management, and retirement planning. The fee is $3,500 for individuals and $5,000 for couples.
- Initial Comprehensive Financial Plan — $5,000 for individuals and $7,000 for couples. This plan covers goals assessment, cash flow and budgeting, debt management, risk management, education planning, investment consultation, employee benefits, retirement planning, tax planning, and estate planning.
- Comprehensive Financial Plan (redo) — $5,000 for individuals and $7,000 for couples. This is for clients who had an initial plan but opted out of the annual updated plan for more than 2 years.
Annual Retainer:$3,500 - $5,000/year
One-Time Plan:$5,000 - $7,000
Hourly Rate:$300/hr
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