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Comprehensive Financial Planning

Advice-only financial planning at Red Kennedy Financial begins with a comprehensive review and analysis of your current finances.  After discussing your values and goals, I deliver detailed recommendations for aligning your financial assets with those goals; this includes a step-by-step action plan to help you achieve your financial objective.

Planning Fees

New relationships begin with a four-month comprehensive planning engagement at a flat fee. Half of the cost due upon the signing of our formal agreement letter, and the other half) is due upon the presentation of the financial plan.

How fees are calculated -- The fee is calculated based on investable assets. The complexity of your financial situation—self-employment, high numbers of accounts—can add to that fee.    


First time clients have an added $1,000 fee.  

Fee Schedule            
               
Investable                                 Flat

Assets                                       Fee     
$250,000 to $1,000,000           $4,500         
$1,000,000 to $2.5 Million        $6,500         
$2.5 Million to $4 Million           $8,500         
$4 Million and on                      $8,500 + 20 basis points

                                                                (0.20% of assets exceeding $4 Million)    

Effective January 1st, 2024

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