Embolden Financial Planning (EFP) provides project-based financial planning services to individuals and high net-worth individuals. EFP is a fee-only firm, meaning it only receives compensation from clients for its services. EFP offers advice on business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement planning, risk management, and tax planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
connect.xyplanningnetwork.com/find-an-advisor/t... ·wealthtender.com/financial-advisors/tim-melia-c... ·www.feeonlynetwork.com/financial-advisor/tim-melia
Fee Structure
Embolden Financial Planning offers project-based financial planning services on a one-time engagement. The hourly rate is $350, billed in 15-minute increments. The total cost depends on the client's specific needs, complexity, and research required.
Hourly Rate:$350/hr
Loading...
