Our stand-alone financial planning services are for those who have no need or desire for investment services, or who would like to begin working with WhiteSpace Financial only in the area of financial planning. Stand-alone financial planning services are generally a one-time fee of $3,500 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. We will then gather the data and "run the numbers" to give us realistic and reasonable scenarios so we can 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.