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Atwood Financial Planning charges by the hour ONLY.

Finally, financial planners you can trust, who are fiduciary and not selling you anything.

Our Pricing Commitment to you 

N

No long term commitment

N

No charge for preparation

N

No charge for specific email questions, where no analysis is required

N

Charge to the quarter hour

N

Initial Plan takes 2-4 hours typically* spread over 2-3 meetings

N

Check-in meeting every 6 or 12 months

Lori Atwood, CFP®

$330/hour Initial Planning

$290/hour Check-ins & Life Change

 

Katie Van Wyngarden

$260/hour Initial Planning

$220/hour Check-ins & Life Change

Katie Haynes

$260/hour Initial Planning

$220/hour Check-ins & Life Change

Kimberly Weihbrecht, CSLP®

$260/hour Initial Planning

$220/hour Check-ins & Life Change

Jason Ross, CPA

$260/hour Initial Planning

$220/hour Check-ins & Life Change

Elizabeth Pennington, CFP®

$260/hour Initial Planning

$220/hour Check-ins & Life Change

* Your total Initial Plan hours may vary depending upon the specifics of your household, but this is a general estimate for a couple with children.