Preece Financial Planning, LLC

For most of the people I work with, we have a subscription agreement for ongoing planning (priced at 0.50% of net worth with a minimum of $50/month). For people who aren't looking for an ongoing relationship and just want a review, isolated reviews (i.e. just investments or just life insurance) start at $500, while holistic plans and projections start at $3,000. I also prepare taxes starting at $200 and increasing with additional schedules. I gather tax returns with every engagement to ensure coordination between your tax situation and other planning we're doing.