VIP Financial Planning Fees

Our business works on fee-only. We don’t manage money, sell products or get commissions or referral fees of any kind. Our advice is 100% unbiased and unscripted. It is tailored to the individual.

Tax Prep: We Are In This Together

Your tax prep hourly fee is buying a relationship that includes our initial meeting, phone calls and e-mail questions. VIP is happy to guide you through the process.  And if you are parents, we will also prepare your child’s basic return for free.

VIP Fees

TAX PREP

$20000/hourincluded in hourly fee:
  • Initial meeting
  • Phone/E-mail questions
  • Your child’s basic tax return

FINANCIAL PLANNING

$20000/houror if you need:
  • Second Opinion: $400 (max)
  • Full Plan: $2000 (max)
  • Budget Help: $30/session
VIP analysis

VIP Second Opinion

Have us analyze recommendations (usually investment or insurance) given by other professional before you invest.

$200/hr ($400 max)

Full Financial Plan

Review budgets, cash flow, investments, insurance, retirement, tax issues, and estate issues.

$200/hr ($2000 max)