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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
No long term commitment
No charge for preparation
No charge for specific email questions, where no analysis is required
Charge to the quarter hour
Initial Plan takes 2-4 hours typically* spread over 2-3 meetings
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.