Wildflower Financial offers comprehensive financial planning, investment management, and tax services with a fiduciary oath to always work in the best interest of our clients.
Wildflower Financial offers fee-only financial planning. Our only compensation comes from the fees charged for our services. We do not charge commissions or receive a percentage of assets under management. All fees are clearly laid out in a transparent way before we begin our work for you.
We offer free consultations, financial planning on either an ongoing or limited basis, investment management and tax preparation services.
Introductory 30 Minute Call - No Charge
Ongoing Financial Planning and Investment Management Engagement
Our ongoing option incorporates comprehensive financial planning with investment management, using a collaborative approach to help each client meet their individual goals. We will work together to fully understand your current situation, meeting as often as needed to develop a comprehensive plan, and continue to work together to implement and monitor your plan in an ongoing relationship. Investment management and tax preparation are included in the ongoing monthly fee.
Initial Set Up Fee - $800 to $4,000 (depending upon complexity of the situation)
Ongoing Monthly Fee - $150 to $1,500 (includes regular meetings, full support with implementing your plan, portfolio design and management, tax preparation, tax planning and ongoing review for plan modifications)
Focused Financial Planning Engagement
Our focused option is ideal for someone experiencing or approaching a major life transition and needs an objective opinion on one or two key areas of concern, such as:
College financing/student debt
New home purchase or refinance
Sudden windfall or inheritance
Other isolated financial decisions
A typical limited engagement involves a targeted engagement discussion, data collection, and a lengthy presentation meeting to review findings and clarify options and recommendations.
Focused Plan Fee - $800 to $4,000 payable in two installments.
Hourly Financial Planning Services
Hourly rate - $200 per hour (2 hour minimum)
Tax Preparation Services
Our individual tax preparation services are included in the ongoing fee for ongoing financial planning clients. Stand-alone individual tax preparation is considered on a case by case basis. As always, our initial 30 minute consultation is free of charge.
Stand alone tax preparation fee - $100 to $1,500