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Our Fees

At Woman To Woman Financial, we believe in clarity, transparency, and value. Our goal is to ensure you understand exactly what you’re paying for—and the value you receive in return. Every financial plan is unique, just like the women we serve.

Financial Planning Fees

Our financial planning services are designed for women seeking personalized guidance, accountability, and a long-term partnership in achieving their financial goals.

Comprehensive financial planning engagements typically begin at $6,000 annually, with fees determined by the complexity of your financial situation and the scope of services provided.

   Your planning engagement may include:
  • Personalized financial planning and recommendations
  • Retirement income and retirement planning strategies
  • Investment and wealth management guidance
  • Estate planning coordination and beneficiary reviews
  • Tax-efficient planning strategies
  • Ongoing support and accountability throughout the year
  • Regular progress reviews and updates as your life evolves
During your complimentary consultation, we will discuss your goals, needs, and circumstances and provide a clear explanation of services and fees before you make a decision.


Investment Management (Assets Under Management) Fees
For clients who entrust us with managing their investments, we charge a tiered Assets Under Management (AUM) fee based on the total value of your portfolio.

This structure ensures that as your assets grow, your fee rate decreases.
   Portfolio Value                                       Annual Fee
   Up to $1,000,000                                      1.25%
   $1,000,001 – $2,000,000                          1.00%
   $2,000,001 – $3,000,000                          0.75%
   Over $3,000,000                                       0.55%

   These fees cover:
  • Ongoing portfolio management and rebalancing
  • Performance monitoring and reporting
  • Comprehensive financial planning and quarterly reviews
  • Coordination with your tax and estate professionals as needed

Financial Consulting
For clients who need specialized advice or short-term guidance (e.g., business financial consulting, divorce financial planning, or one-time investment analysis), we offer consulting services on a flat or hourly basis. Pricing depends on project complexity and scope, and will be clearly discussed before engagement.

Our Promise
We pride ourselves on transparency—no hidden fees, and no surprises.
Our structure aligns our success with yours: when you do well, we do well.

We occasionally accept clients who may not meet our standard income or asset minimums at our discretion, particularly if they demonstrate a strong commitment to improving their financial future.