Financial Planning Fees

Our comprehensive financial planning engagements are designed for women who want an ongoing partner to help coordinate the different areas of their financial lives.

Comprehensive Financial Planning — Starting at $6,000 annually
Your planning may include retirement planning, investment strategy, tax planning, estate planning coordination, insurance and risk management, and ongoing guidance as your life and financial circumstances change.

Investment Management

We provide ongoing investment management based on your goals, time horizon, risk tolerance, and overall financial plan.

Investment Management — 1.25% annually for assets under $1 million
Fees for larger portfolios are based on our advisory fee schedule. Investment management fees are generally billed directly from managed accounts.

Additional Planning Services

Certain planning or consulting services may be available separately depending on your needs. Fees are determined by the scope and complexity of the engagement and are discussed before work begins.

Let’s Determine What You Need

You don’t have to know which service is right for you before we talk. We’ll discuss where you are, what you need, and whether Woman To Woman Financial is the right fit.