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Ongoing financial planning

For those still working on 

their financial master plan

If you’ve never worked with a financial planner you probably have questions like:

  • How much time is involved?”
  • “What information will I need to share?"
  • “How much does a financial plan cost?”

How to work with Create Wealth Financial Planning

Click here to read more about our ongoing financial planning with our annual service calendar

Financial Planning Fees

Initial Plan

Up front cost will vary based on your unique situation

  • Typically Ranging from $750 - $2500

Ongoing Financial Planning

$200/month for those with $0 - $282,000 in investments managed by Create Wealth Financial Planning OR

0.85% of investment assets managed for those with greater than $282,000 managed by our firm

CLICK HERE TO BOOK A GET TO KNOW YOU MEETING NOW


Or complete the form below to receive a call to learn more about Create Wealth Financial Planning



Learn what topics we review as part of your plan ⟶