Our stand-alone financial planning services are for those who have no need or desire for investment services, or would like to begin working with WhiteSpace Financial only in the area of financial planning. Stand-alone financial planning services are a one-time fee of $2,500 for plan preparation including discussions focused on gathering information about you, what's important to you, where you want to be and what concerns you. Will than gather "the data" and "run the numbers" and give us realistic and reasonable scenarios to discuss your options given where you are right now.
At least two Certified Financial Planners will work on your plan and solution options, and will be readily accessible to you for 12 months following delivery. After 12 months, you may choose to do a plan refresh for $1,500.