How We Are Paid

Will Financial Planning is a fee-only, hourly, as-needed financial planning firm.  As our client, you pay us for the advice and planning we do on your behalf.  We do not sell any products and we accept no compensation from any other source.  This helps insure that you get advice that is always in your best interest.

Once we give you a quote, we require a deposit equal to one-half of the fee, not to exceed $500.  The balance is due at the time of plan delivery.  We accept payment by personal check only.  We do not accept cash, money orders or credit cards.

Our rate is $180 per hour.