Fees & Services

Fees & Services

Seattle Financial Planning
As an independent Fee-Only CFP (r) where integrity and expertise intersect, 2020 Financial Planning LLC offers 2 levels of financial planning and 1 level of wealth management.



Financial Freedom Roadmap

Do you want financial freedom? Let's get you there. For clients seeking a goals-based and comprehensive Financial Freedom Roadmap incorporating all aspects of their life where money exerts an influence. The financial planning process follows the industry standard of starting with a Discovery Call and proceeding to delivering recommendations to the client. Fee: No asset minimum. This type of engagement is billed as a fixed fee. $2,000 minimum. Financial planning engagements average 10 or more hours. This includes all steps of the engagement, including client meetings, analysis, and the 3 financial plan deliverables.

Hourly Financial Planning

While the same due diligence is conducted, recurring clients or basic financial planning engagements fall under an hourly model. Fee: No asset minimum.  7 hour minimum. $220 an hour. Separately, wealth management is offered for those seeking risk management and ongoing portfolio optimization.

Wealth Management

Modern Portfolio Theory and primarily passively managed funds, including DFA funds, are utilized after establishing an evidence-based investment policy with a client.  Each client has discretion to cancel their wealth management relationship if they opt to self manage. Fee: Percentage of assets. In searching for a Fee Only Financial Planner to work with, knowing how they are compensated will ensure you make the decision more fully informed. Get in touch to further determine what the best model is for your goals and to discover what it's like to work with a Fee Only Financial Planner.

Seattle Financial Planning
As an independent Fee-Only CFP (r) where integrity and expertise intersect, 2020 Financial Planning LLC offers 2 levels of financial planning and 1 level of wealth management.



Financial Freedom Roadmap

Do you want financial freedom? Let's get you there. For clients seeking a goals-based and comprehensive Financial Freedom Roadmap incorporating all aspects of their life where money exerts an influence. The financial planning process follows the industry standard of starting with a Discovery Call and proceeding to delivering recommendations to the client. Fee: No asset minimum. This type of engagement is billed as a fixed fee. $2,000 minimum. Financial planning engagements average 10 or more hours. This includes all steps of the engagement, including client meetings, analysis, and the 3 financial plan deliverables.

Hourly Financial Planning

While the same due diligence is conducted, recurring clients or basic financial planning engagements fall under an hourly model. Fee: No asset minimum.  7 hour minimum. $220 an hour.. Separately, wealth management is offered for those seeking risk management and ongoing portfolio optimization.

Wealth Management

Modern Portfolio Theory and primarily passively managed funds, including DFA funds, are utilized after establishing an evidence-based investment policy with a client.  Each client has discretion to cancel their wealth management relationship if they opt to self manage. Fee: Percentage of assets. In searching for a Fee Only Financial Planner to work with, knowing how they are compensated will ensure you make the decision more fully informed. Get in touch to further determine what the best model is for your goals and to discover what it's like to work with a Fee Only Financial Planner.

Seattle Financial Planning
As an independent Fee-Only CFP (r) where integrity and expertise intersect, 2020 Financial Planning LLC offers 2 levels of financial planning and 1 level of wealth management.



Financial Freedom Roadmap

Do you want financial freedom? Let's get you there. For clients seeking a goals-based and comprehensive Financial Freedom Roadmap incorporating all aspects of their life where money exerts an influence. The financial planning process follows the industry standard of starting with a Discovery Call and proceeding to delivering recommendations to the client. Fee: No asset minimum. This type of engagement is billed as a fixed fee. $2,000 minimum. Financial planning engagements average 10 or more hours. This includes all steps of the engagement, including client meetings, analysis, and the 3 financial plan deliverables.

Hourly Financial Planning

While the same due diligence is conducted, recurring clients or basic financial planning engagements fall under an hourly model. Fee: No asset minimum.  7 hour minimum. $220 an hour.. Separately, wealth management is offered for those seeking risk management and ongoing portfolio optimization.

Wealth Management

Modern Portfolio Theory and primarily passively managed funds, including DFA funds, are utilized after establishing an evidence-based investment policy with a client.  Each client has discretion to cancel their wealth management relationship if they opt to self manage. Fee: Percentage of assets. In searching for a Fee Only Financial Planner to work with, knowing how they are compensated will ensure you make the decision more fully informed. Get in touch to further determine what the best model is for your goals and to discover what it's like to work with a Fee Only Financial Planner.