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.