Is the Cost of Fee-Only Financial Planning Right for Me?
Women, men, and families in the Washington DC Metro Area who need trustworthy, all-inclusive financial services and are comfortable paying a yearly retainer for comprehensive financial guidance are a perfect fit for Clarity Financial Planning.
Cost of a yearly retainer fees are based on an analysis of income, net worth, and the complexity of your financial situation. For example, a client with an annual income of $100,000, a net worth of $500,000, and a moderately complex financial situation would be likely to pay a yearly retainer in the range of $5,000–$7,000. Each unique client situation is evaluated and priced on an individual basis. Some clients have simpler needs and may prefer to take a less extensive approach, pay a limited retainer for about half the cost of a full retainer, or take advantage of a two-hour Financial Fitness Review and get clear on the basics. Sometimes clients also require assistance with a clearly defined project, and in that case Claire will quote you an hourly rate upon request.
As a Fee-Only financial advisor, Claire provides year-round peace of mind and support for her annual retainer clients. You will have full access to Claire’s expertise through several in-person meetings per year at the Clarity Financial Planning office in Rosslyn, VA in addition to unlimited phone and email support. Consider her services as an investment in your financial independence and be comfortable knowing that Clarity Financial Planning seeks long-term clients who want to work collaboratively with their financial advisor for years to come.