Trillium Valley Financial Planning, LLC offers a wide variety of personalized services to help individuals and families meet their financial objectives. Because everyone’s circumstances are unique, we have a flexible and scalable set of services that can be tailored to your individual needs.
Our goal is to create a long-standing relationship with you and to provide you with financial and investment planning advice through all the stages of your life. We also understand a client may require our services on a one-time or as-needed basis. Thus, we have a variety of packages to meet your financial needs. Any of the packages can be customized to meet your individual needs, or we are available on a straight hourly fee of $150/hour.
Financial Reviews ($2,400 and up)
A Financial Review is a comprehensive, in-depth analysis of the many financial factors that have an impact on your life and provides the foundation for your financial independence. The plan balances the pieces of your financial puzzle, so the many parts are working together for your benefit. Each Financial Review plan is tailored to your unique goals and objectives and serves as the basis for your financial peace of mind.
Please click here for further information on a Financial Review.
Financial Project ($1,200 - $2,400)
A Financial Project is an in-depth analysis at one or two of your specific personal finance issues. For example: Am I on track to retire? How much do I need to save for college and how am I going to pay for college? Are my investment holdings in line with my needs and goals?
Please click here for a further explanation and example of Financial Projects.
Financial Checkup ($600 -$1,200)
In a Financial Checkup, we look at your overall financial picture and address your most pressing financial issues. A typical meeting lasts around 2 to 4 hours, and a summary report is provided after the meeting.
Please click here for further details about Financial Checkups
Projects and fees may vary from these examples based on individual client needs.
The client will incur additional fees charged by mutual fund and/or exchange traded funds, transaction fees, and other investment-related fees. TVFP may provide estimates of these fees, but clients are encouraged to review investment prospectuses for a complete schedule of fees from their brokerage firm.
Fees are subject to change without notice.