Financial Planning

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

  • Focused Financial Goal $995
  • Financial Planning & Organization $1995
  • Advanced Financial Design $2995

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.