Financial Planning Fee Schedule

 

Financial Planning

Fees for financial planning are due upon signing the agreement and are as follows:

  • Basic Financial Planning $995
  • Financial Planning & Organization $1995
  • Advanced Financial Design $2995
  • Social Security Maximization and Retirement Readiness $195

You may cancel within five (5) business days of signing this Agreement for a full refund. Shadowridge requires important documentation from you to create your Financial Plan. If you fail to provide all the requested documentation to Shadowridge, you acknowledge that you may not receive an accurate Financial Plan, or any Financial Plan at all. If you fail to provide all required documentation, Shadowridge is under no obligation to refund your fee.

Financial Consulting

Financial consulting services are offered based on a negotiable hourly rate of $200 per hour based on complexity and unique client needs. At the consultation, the client will be provided an estimated fee. Entire fee is due upon completion of the consultation. Services are completed and delivered inside of thirty (30) days. Client may cancel services within five (5) days of signing the advisory agreement with no obligation. If client cancels after the five (5) business days, Shadowridge is due a pro-rata fee based on the percentage of work completed.