Livingston Financial Planning, Inc.
We offer hourly financial planning and investment management.
Our current billing rate is $180 per hour
We primarily work with our clients in four ways.
Comprehensive plans - Our comprehensive plans are generally 8-12 hours in length. Comprehensive financial plans include retirement needs analysis, investment planning, insurance and estate review along with tax planning and cash-flow management. More complex plans, logically, require more time.
Portfolio Reviews - We offer a detailed analysis of your complete portfolio. These are reviews that generally run 4- 6 hours. More complex portfolios, of course, involve more time.
Asset Management - We manage assets on a retainer basis based on an hourly minimum for clients who desire professional money management. Very uniquely, we offer investment advice for do-it-yourself investors.
Limited Financial Plans - I call this “drive in” financial planning where we address 1 or 2 specific issues during a 60-90 minute meeting. Depending on the write-up involved or if any research is necessary, these projects run 2-4 hours.