Our Financial Planning Process and Fees

At Full of Grace Financial, we believe transparency builds trust. That’s why we clearly outline our financial planning process and fees. When you work with us, you’ll know exactly what to expect at every step—and how we keep our services affordable and valuable.

Your Roadmap to Financial Success

Shop-Talk Intro

15-20min: Quick coffee-style chat to see if we’re a good fit for one another, walk through our service options, and help me better understand you.

Goal-Getter Huddle

60-90min: We talk through your dreams, dollars, and worries – everything from tax headaches to retirement hopes – so we know exactly what you’re aiming for.

Paperwork Round-Up

30-60min: We send you a simple checklist and help round-up your financial pieces, like: tax returns, account statements, and P&L sheets, so your financial life stops living in 12 different junk drawers.

Game-Plan Reveal

60-90min: After fitting all of your financial puzzle pieces together, I will roll out a clear action plan for you. We will list and prioritize your “next moves”, providing you the opportunity to live financially in the way you deserve and were intended to live.

Gear-Up Session

30-60min: Time to strap on our work boots and get things done, like: making tax adjustments, improving business efficiency, opening accounts, and get your money working where it should – today and for the long haul.

Six-Month Tune-Ups

Every 6 months: Like an oil change for your finances — we meet twice a year to track progress, tweak the plan, and tackle any new curveballs life throws your way.

YOUR INVESTMENT

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Assets Under Management Annual Advisory Fee
$0 – $250,000 1.10%
$250,001 – $500,000 1.00%
$500,001 – $1,000,000 0.90%
$1,000,001 + 0.80%

Monthly Retainer fees for Financial Planning will range from $100-$500/month.

We’re committed to making our financial planning process and fees clear and straightforward, ensuring you have the support needed to confidently manage your financial future.