Streamlined Pricing.
Don’t be the person who waits to prepare.
Effective January 1, 2024 MB Financial Planning will offer Comprehensive Financial Planning based on a flat fee.
The minimum annual fee is $1,200 for a single person and $1,800 for couples. The fee can increase based upon complexity which will be discussed at the free consultation.
Sometimes you do not require a full plan or ongoing engagements. Maybe you just want a checkup to see how you are doing. Maybe you simply want a retirement projection or a look at your 401(k). For these brief engagements we offer hourly rates starting at $200/hr. based on complexity.
Quarterly A.U.M.
Some clients just want investment management. That is ok, we have that ability.
$0 - $500,000 1.25%
$500,001 - and Above 1%
Tax Preparation Services
We make tax season a breeze! Book quickly as slots fill up fast. You do not need to be a client to take part in this service. Basic filing starts at $250 and we pay all the fees associated with the IRS E-File. The fee increases as the complexity increases but you will know before the engagement what the exact price will be.
A printable graphic of fee for services.