Financial Planning

Fees for OFS's services involving financial planning, investment consultation, and related services are assessed on an hourly basis. OFS's current hourly rate is $150.   Selection of services may be either broad-based, or as modular as the Client may desire. The client and advisor will work together to select the specific areas to cover.Total cost will be dependent on the complexity of the services selected.  After a free initial consultation, we will give a quote for the project before our engagement.

One-Time Financial Project

We can assist you and your family with a one-time specific need/financial plan.  Examples of areas we can assist with are listed below.

  • Budget/Cash Flow Planning
  • Goal Planning (i.e. Retirement, College, House, Travel, etc.)
  • Debt Payoff Management
  • Student Loan Payoff Strategy Planning
  • Risk Tolerance/Capacity Assessment
  • Insurance Needs Analysis
  • Investment Allocation

Objective Financial Solutions LLC - Financial Planning

Packaged Financial Planning

Clients may also select from a range of packaged services for a fixed price from the following menu of services:

Basic Plan - $695.  Ideal for people just getting started, and/or wanting to improve or establish a solid financial foundation. Some of the items that can be covered are:

  • Design a budget that fits your personal needs, cash flow
  • Create a custom debt payoff plan
  • Analyze tax withholding and update W4 form

Standard Plan - $1195.  This plan includes any desired aspects of the Basic Plan services, plus advice/assistance on more advanced financial requirements/goals.  Some of the items that can be covered are:

  • Fund a major financial goal (non-real estate)
  • Reduce risk with adequate insurance coverage
  • Find all possible tax deductions and credits
  • Review asset allocation

Market Summary