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.



Retirement Roadmap

Do you want to retire? Whether that's now or in the future, let's get you there.

We'd start with a no-fee Discovery Meeting to discuss what you want to get out of financial planning and discuss your vision for your future. Then, after you've had some time to think about it and if you wanted to proceed, we'd kick off the financial planning process.

Fee: No subscription requirement. No asset minimum. Starts at $2,400.

Includes all steps of the financial planning process, including client meetings, analysis, and writing your 3 financial plan deliverables.

Kick-Starter Roadmap

Are you just getting started in your career? Let's get your financial future on the right track.

We'd start with a no-fee Discovery Meeting to discuss what you want to get out of financial planning and discuss your vision for your future. Then, after you've had some time to think about it and if you wanted to proceed, we'd kick off the financial planning process.

Fee: No subscription requirement. No asset minimum. Starts at $1,900.

Includes all steps of the financial planning process, including client meetings, analysis, and writing your 3 financial plan deliverables.

Wealth Management

Do you prefer to have someone manage your portfolio?

If you do, we'd start by talking about what you want to accomplish and what you expect.

Then, after we collaborate, we'd start the process of getting your portfolio in shape.

Since you'd be able to cancel wealth management at any time if you decide to manage your own portfolio, this model optimizes portfolio efficiency and affords you peace of mind.

Fee:  % of assets managed.

Where do you go from here?

Whoever you decide to work with, knowing how they are compensated and that they are a Fiduciary will ensure you make the decision more fully informed.

Get in touch to schedule a no-fee Discovery Meeting to further determine what the best model is for you and to discover what it's like to work with a Fee Only Financial Planner.