We listen. We meet you where you are. We help you meet your financial goals.
– CFP Board, Code of Ethics
What are the Fees?
A2Q Financial Planning was established with the goal of providing comprehensive financial planning services to individuals and couples across the income spectrum without selling them any products or charging investment management fees in order to cover the cost of planning. Our fees are for our planning analysis and advice only.
We use a sliding scale to assign a fee to each engagement. The scale is intended to factor in a client’s complexity based on the level of their net worth, the characteristics of the assets they own and their family structure. We work with our clients to develop a payment plan that works with their monthly budget.