Our fees are based on a $250 per hour rate and depend on the scope of the work performed. An Everyday Steward advisor will provide a quote based on the number of hours we estimate it will take to create your plan. You are charged only the fee quoted even if the plan requires more hours than originally estimated.
Below is an overview of how much time is typically required for a financial plan:
Analysis of ONE of the following areas: (1-3 HOURS):
1) General Questions, 2) Budgeting, 3) Goal Setting, 4) Tax Estimate, 5) College Education, 6) General Overview Detailed Financial Analysis, which may include the above areas and an additional 5-12 HOURS: 1) Cash Flow Analysis, 2) Retirement Analysis, 3) Investment Analysis, 4) Life Insurance Analysis, 5) Basic Estate Advisement