Which solution is right for you?

We’ve made it easy to compare the three main ways we can work together.
Check out the chart below or schedule a call to discuss which option is best suited for you.

Ongoing Financial Planning
Asset Under Management (AUM)
Fees $0 - $400,000 = 1%
>$400,000 = 0.5%
Project Based Financial Planning
2nd Opinion Full Financial Plan
$150/hr $2,000 Flat Fee

Financial Planning Process

1. Schedule Consultation

The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.

2. Plan Creation

You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,

3. Implementation

With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.