Standard Financial Planning

One-Time Approach

The Standard Financial Planning Solution is perfect for clients who are looking for a one-time or per project financial consultation. With this option we put together a financial plan and make recommendations for your investments. Once you receive our plan you take it from there and handle the investment part on your own.

Standard Financial Consultation Process
The Standard Financial Planning Process (Click to Expand)

Fee Structure

At Bollin Wealth Management, we are up front about our Financial Planning Fees. For Standard Financial Planning we charge an hourly rate of $300, or priced by the financial consultation deliverable.

Most financial planning projects range in cost from $2,400 to $5,400 depending on complexity of the client’s situation and services requested. 


Financial Planning
$ 300
/ hour
  • Most projects range from $2,400 to $5,400.
  • Cost varies based on the project complexity.

Start Your Project

Are you ready to start your one-time financial consultation project with Bollin Wealth Management? If so, schedule a meeting and experience all that makes us different.