Branch & Bloom Financial Planning (BBFP) provides financial planning services to individuals. BBFP is a fee-only firm, meaning it only gets paid by its clients for its services. BBFP offers financial planning services covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. BBFP also offers ongoing and project-based financial planning.
Fee Structure
BBFP charges between $3,000 and $15,000 per year for ongoing financial planning, paid quarterly in advance. The exact fee depends on your specific needs, the complexity of your situation, and the time and resources required.
BBFP charges either a fixed or hourly fee for project-based financial planning. Fixed fees range from $2,500 to $15,000. The hourly rate is $275. The exact fee depends on your specific needs, the complexity of your situation, and the time and resources required.