Financial planning is an incredibly interesting industry and I meet people from different walks of life every week. As such, there is no one size fits all model. Therefore I have a few different models:
- Support model. This is a quarterly/annual fee-based subscription for those clients who need guidance and assistance with managing their finances through a monthly Zoom call and review meeting.
- Transactional model. This is for clients who handle certain aspects of their finances themselves and require only specific services from me. This is for one-off events such as insurance, retirement calculations and activities like estate plans and wills drafting. The services will be provided on a commission (insurance) or hourly/activity-based fee model.
- Investment model. This is for clients who transfer or place their investments under my ongoing advice and administration. There will be an initial fee for the analysis, development and implementation of the plans as well as an annual fee for the ongoing review and monitoring of the investments.
- A combination of the above.
The full fee schedule will be made available during our initial meeting to ensure complete transparency.