We start with a free, 30-minute get-acquainted meeting to learn more about you, your financial goals, and questions. We can meet by phone, Zoom Video Conference, or FaceTime. In addition, we offer a limited number of in-person meetings at our shared workspace.
In order for us to better understand your financial story, we ask that you complete our Confidential Questionnaire as best you can, and forward it to us in advance of our conversation. We also have an online version of the questionnaire that you can fill out here.
How much does it cost?
At Remedios Financial Planning, we believe that everyone should have the opportunity to get a better understanding of their financial situation without feeling overwhelmed by long term engagement fees.
We charge $300 per hour for our work together and offer two types of planning engagements to better serve your needs.
Limited Scope Engagement: Targeted planning sessions can explore a narrow range of upcoming financial decisions and prioritize a plan of action. We focus on cash flow (money in, money out), savings ability, reviewing your investment portfolio, and understanding your tax situation. In many cases, this entails 4 hours of preparation and 2 hours of meeting, approximately $1,800. Not all questions lend themselves to the narrow focus of the Limited Scope.
The Deeper Dive: If your questions and options are more complex, we may need to take a more comprehensive look at the interacting, financial variables. Questions such as “Will my nest egg provide for my retirement, college for my children, or a 2nd home and last throughout my lifetime?” are best answered by fully considering the financial trade-offs necessary to meet each goal. A more comprehensive plan, which can address multiple variables and options, can run between 12-20 hours ($3,600-$6000) depending on complexity.