Find Your FI offers financial planning and coaching services on a fee-only basis. Find Your FI helps clients evaluate their current and future financial state to predict future cash flows, asset values, and withdrawal plans. They offer one-time and ongoing financial planning and coaching services, including help with business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
Find Your FI offers ongoing financial planning and coaching after the first year. Clients can choose from three options:
- Annual Review + Monthly Check-ins: $2,800 per year
- Annual Review + Quarterly Check-ins: $2,000 per year
- Annual Review + Mid-Year Check-in: $1,000 per year
These fees are paid with an initial fee due at the first meeting, and the remaining fee paid quarterly in arrears. Additional hourly work is billed at $200/hour.
- First Year Financial Planning and Coaching: $6,000 for the first 12 months, including approximately 15 sessions and 12 hours of planning work. $400 is due at the first meeting, and the remaining fee is paid quarterly in arrears.
- Ignite (One-Time Plan): $2,600 for a one-time financial plan, including 3 meetings over 3 months. $400 is due at the first meeting, and the remainder is due upon completion of the plan.
- Design (Add-on to Ignite): $3,399 to add coaching and implementation support to the Ignite plan, paid quarterly in arrears.
