We believe you deserve access to unbiased financial advice
Our flat-rate financial planning process allows us to charge an hourly or fixed rate for our time, rather than selling you products you may or may not need.
The process begins with us getting to know you, your goals, and your needs. (Don’t worry. We can help you with this)
We will analyze all relevant data and present you with a comprehensive plan that outlining the recommended strategy.
Our summary of recommendations will give you the information to implement the plan on your own, or if you like, we can assist with implementation.
Financial Planning Rates
Upfront Payment – $2,500- $5,500
Monthly Ongoing Cost – $150-$300
When managed investments at GMF total $250,000 or more, monthly ongoing cost is included in the management fee.
Our Financial Planning Packages Include:
Financial Plans Often Include: