Financial Planning Services

Financial planning is the core service Firma Financial Planning offers. A typical relationship between ourselves and our clients is when we manage client assets in our advisory platform and the fee is stated as a small percent of assets under management. Financial Planning and all other services we offer are included in this relationship at no additional cost, however, with the way people save in today’s day and age, using 401ks and other qualified plans where assets must stay with the provider their employer chooses, it’s not always possible to enter into that arrangement. For some people, a flat fee Financial Plan may make the most sense.

Flat fee Financial Planning agreements include:

  • Initial consultation at no cost to introduce you to our firm and understand the scope of the engagement – If you decide not to move forward you will not be charged a fee
  • Asset Map report organizing your assets and determining retirement readiness, insurance audits for life, long term care and disability, college planning, and any other questions or concerns you have.
  • Kwanti Portfolio Analysis and Proposal – Analysis of current portfolio positions and how they relate to goals and objectives. Recommendations for future allocations.
  • If at any point in the process you decide you wish to open an account with our firm, your flat fee will be waived.
If you have any questions regarding our flat fee services, please contact us. We are happy to help answer any questions or schedule a call to discuss more in depth about your investment and planning.
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