Community Involvement

Fees for this service are on a fixed-fee basis, and are calculated based on income, net worth, and complexity.

A one-time upfront financial planning fee of $750 will be applied to all ongoing relationships, in addition to the recurring fees listed below.

Minimum Fees are $250/month ($3,000 annually)

Looking to put your family on the path toward financial success?

Our free guide highlights the twelve things that you could be doing to ensure you and your family are on solid ground.

At FivePoints Financial Planning, we believe in actively supporting our local community. We are proud to be sponsors of the following organizations and their missions:

How Saving for Retirement Can Reduce Your Student Loan Payments

The Most Important Financial Number? Your Net Worth

How Saving for Retirement Can Reduce Your Student Loan Payments

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