Introducing Our Financial Planning Program

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.

Call us at 734-926-0022 to learn more about our Financial Planning Program and schedule a Get Acquainted Meeting.

We’ve Moved!

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Oliver Financial Planning has moved. We’re now located at 202 E. Washington Street in downtown Ann Arbor at the corner of Washington and Fourth.

See you there!