Finances for Life, LLC
Bringing Clarity to Life's Financial Decisions
Independent Fiduciary Financial Advice & Planning
Our Fees: Transparent and Tailored to You
At Finances for Life, LLC, we believe financial advice should begin with understanding your needs, not the size of your investment portfolio.
Our fees reflect the scope of advice, planning, and ongoing guidance you choose. We explain the services, fees, and terms of each engagement before you commit.
Start with a Conversation
Not sure which service is right for you?
Schedule a complimentary, no-obligation exploratory conversation. We'll discuss your financial questions, priorities, and the guidance you're looking for to see whether our services are a good fit.
Our Fee Structure
We offer several ways to access professional fiduciary financial advice and planning.
AdviceDirect™ Subscription
AdviceDirect™ provides ongoing access to professional fiduciary financial advice through monthly subscription options. Fees are based on the level of advice and planning support selected.
Flexible Financial Planning
For individuals who need professional guidance on a particular financial decision or planning concern, financial planning and consulting services are available at an hourly rate.
What's Working Analysis
Our one-time financial assessment helps you evaluate your current financial situation, identify opportunities for planning, and receive personalized findings and recommendations.
Explore the current monthly subscription fees for AdviceDirect™.
AdviceDirect Plan Pricing
For more information about the service and how it works, visit our AdviceDirect™ page.
Advice That Fits Your Needs
Whether you need guidance on a specific financial decision or an ongoing advisory relationship, our goal is to provide thoughtful, personalized advice tailored to your circumstances.
Professional Advice. Your Decisions.
Ready to get started?
Every financial journey is different. Let's begin with a conversation about yours.