Just a Conversation, LLC is a registered investment advisor that provides financial planning services. These services include financial planning, retirement planning, estate planning, investment advice, and tax planning. The firm provides clients with a checklist of action items to improve their financial situation. Just a Conversation, LLC does not manage client assets.
Fee Structure
Just a Conversation, LLC charges a flat fee of $1,500 for three meetings, each lasting up to one hour. The fee covers the meetings themselves, as well as planning and analysis time between meetings. If more or fewer meetings are needed, the fee is negotiable. A single one-hour meeting is $300. Two meetings are $1,200. Additional meetings beyond three are $300 per hour, as is additional planning and analysis time.