Oliver Financial Planning is now offering a flat fee service called our Financial Planning Program. This new service provides year-round financial planning and advice for a fixed monthly fee.
The Financial Planning Program includes:
- Year-round financial planning advice,
- Annual portfolio rebalancing instructions,
- An annual financial plan update,
- An annual review meeting,
- Financial Snapshot and Action Plan reports, and
- Access to our portfolio performance and financial planning applications.
Financial Planning Program clients pay a flat monthly fee of $125, $200 or $300 depending on financial complexity. New clients also pay an initial fee of $1,200.