DIWY Financial Planning provides financial planning services to help clients establish their financial goals. They analyze client information in areas like net worth, cash flow, insurance, retirement, and estate planning. DIWYFP offers personalized one-on-one planning sessions and interactive group sessions on personal finance topics. DIWYFP does not manage client assets or provide investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- One-on-One Financial Planning: Personalized planning sessions billed hourly at $400 for the first hour, $300 for the second hour, $250 for the third hour, and $200 for the fourth and subsequent hours, for meetings held within 30 days of the initial meeting.
- Group Office Hours: Interactive group sessions billed at $200 per 30-day window, payable in advance. Clients may attend any or all sessions offered during the active window.
- Educational Webinars and Speaking Engagements: Fees range from free to $500 per participant, payable in advance.
Hourly Rate:$400 - $1,000/hr
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