Redwood Grove offers comprehensive financial planning (on either a one-time or on-going basis) and ad-hoc analysis of individual financial issues. As a fee-only firm, our only compensation is the money our clients pay us for their financial plans. We make no commissions or fees from the products we recommend. As a result, our interests are aligned with our clients.

Comprehensive Financial Plan

A comprehensive financial plan begins with a one to two-hour discovery meeting where we learn about your values, dreams, situation and resources. We then collect relevant financial documents from you, which we use to analyze your situation and create a customized financial plan covering all aspects of your finances, such as investments, taxes, college funding, estate and retirement planning.

Next, we present the plan to you in one or more follow-up meetings and answer any questions you may have. Our goal is to provide you with an understandable, actionable plan that you are excited to implement.

A comprehensive financial plan tends to range in price from $2,500 to $5,000 based on complexity.

Annual Retainer

If you prefer to work with a financial advisor on an on-going basis to assist with implementation of your financial plan, review your portfolio periodically and guide you through the financial decisions that periodically arise, an annual retainer is available. The cost of an annual retainer varies from $3,500 to $6,000, based on complexity of the situation.

Ad-hoc Financial Advice

We also offer to analyze individual financial issues for clients, such as developing an investment strategy or analyzing college funding needs. These projects are priced on an hourly basis, based on an hourly rate of $200, with an $800 minimum (4 hours).