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.
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 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)