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Financial Planning
Process and Fees
Our financial planning fee is
based on the type of plan that you require. Your plans can be simple
or complex as your needs require. We will discuss your goals and
expectations and build a plan that will establish a path to reaching
those goals. We will always clearly agree and fix the fee in
advance. Aikapa offers two processes to choose from—one
"guided," one "managed." You can expect to pay between $2,500 and
$10,000 for a financial plan (higher in exceptional circumstances).
Our Process
Aikapa offers two planning
processes—one
"guided," one "managed."
The Aikapa Guided Plan is geared specifically to those who want
to actively implement and drive their financial plan.
The Aikapa Managed Plan is
driven and implemented by our Certified Financial Planner™ with your
participation. We will drive the process, allowing you time to focus
on your passion.
No matter which process you select,
we work with you to build a plan that is aligned with your goals and
we'll be your financial advocate.
Our Fee
Our fixed fee structure,
agreed upon at the first meeting, is based on an hourly rate of
$175. Fifty percent of the fee is payable in advance, before the
financial planning process is started. The remaining fifty percent
is payable at the end of the engagement.
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