At Green and Gold Financial, we are dedicated to providing you best of class financial advice.  To accomplish this we offer several pricing options to best meet your individual needs.

Comprehensive Financial Planning 

 We will meet 3-4 times to complete a comprehensive financial plan covering all facets of your financial situation.  Due to the time and complexity involved in gathering, analyzing and delivering our recommendations to you, we charge a fee of $1,500 to complete the plan.  This is a one-time fee, and will allow us to deliver you an action plan to be implemented going forward.

On-Going Financial Planning Services 

Your comprehensive financial plan is a snap shot, and serves as a baseline to allow you to take control of your financial life.  However, as your life changes, your financial plan needs to change with it.  To best serve our clients, we offer a monthly subscription service to ensure your plan adapts as your life, priorities, and goals change.  With our on-going financial planning subscription service offering, we will continue to work with you on monitoring, updating, and implementing your financial plan to keep you on-track in meeting your financial goals.  As everyone is in a different stage in their life and the complexity of each situation changes, our pricing will change as well to reflect the amount of time that will be needed to collaborate on your plan.  This service is billed on a monthly basis, with no long-term commitment on your part.  As part of the on-going services, we will deliver to you a service calendar that will provide for multiple engagement sessions over the course of the year to keep you up-to-date and on-track in your financial life.  The monthly fee for this service will range from $75 to $300 per month.

Fixed-Fee Services 

 At Green and Gold Financial Planning, we recognize that not everyone will be ready for an in-depth comprehensive financial planning and on-going service.  You may however find that you have a specific issue or problem that you need financial advice on.  To meet this demand we have implemented a fixed-fee service plan.  Typical fixed fee services would involve looking at only one aspect of your financial situation; cash flow/budgeting, tax planning, investment advice, risk management, retirement planning, or estate planning.  These engagements would typically take 2 -3 meetings.  Since each fixed-fee service engagement will be different, the prices for this service will vary depending on the complexity of the service being requested.  Fixed-fee service engagement prices will range from $250 - $1000 per engagement.

Comprehensive Financial Planning $1,500
On-Going Subscription Service $75 - $300/month
Fixed-Fee Services $250 - $1000