At KFM, our clients have the flexibility to choose among several service platforms for our financial planning expertise. The service platforms include 1.) fee-only consulting services and 2.) fee-based financial services.
KFM offers consulting services on an hourly basis. Typical consulting projects include:
Base Budget Analysis – includes the construction & evaluation of a budget as well as debt reduction strategies.Estimated time to prepare: 3-4 hoursEstimated Cost of Plan: $500
Budget & Retirement AnalysisEstimated time to prepare: 5-6 hoursEstimated Cost of Plan: $800
Budget, Retirement Analysis, Retirement & Income Planning, Insurance Efficacy ReviewEstimated time to prepare: 8-10 hoursEstimated Cost of Plan: $1,500
As another option, KFM offers fee-based services in which the client pays a percentage of their account balance to cover brokerage services and investment advice. Fees will vary according to account size.