How We Help You Meet Your Financial Goals
Financial planning is a process, not a document and is designed to help you reach your specific financial goals. Flores Wealth Planning offers you a full range of planning services, and we provide objective and unbiased advice. We uphold our commitment to answer only to you and to keep your financial well-being at the center of our recommendations.
Your personalized financial plan will include a thorough analysis of your financial situation including comprehensive charts and graphs as well as in-depth details about recommended strategies. Your plan may consist of some or all of the following analyses:
Cash Flow and Net Worth Statements
Debt Reduction Plan
Employer Benefit Plan
Insurance Plan | Risk Management
ONGOING ENGAGEMENT FEE: Starting at $500+ upfront then an ongoing monthly fee of $100+. Both fees are determined by the complexity of your situation, the time committed to developing the plan and the number of action items and investment accounts involved. Services and fees will be detailed in your agreement and are negotiable.
HOURLY FEE – ONE TIME ENGAGEMENT: We offer both hourly and project-based planning for people who would like help with one or more specific topics but aren’t interested in creating a comprehensive financial plan. Hourly planning is offered at $200 per hour, billed in 15-minute increments. Project-based work is quoted based on the scope of the project.