Fees
Financial Planning
Our business works on fee-only. We don’t manage money, sell products or get commissions or referral fees of any kind. Our advice is 100% unbiased and unscripted. It is tailored to the individual.
(Please note: Due to skyrocketing insurance costs, Raven has decided to drop her designation as a Registered Investment Advisor in the State of Washington. This means that she can no longer make specific allocation recommendations or recommend specific securities. She can give overall advice regarding investments.)
$200/hr
Full Financial Plan
Review budgets, cash flow, investments, insurance, retirement, tax issues, and estate issues.
$200/hr ($2000 max)
NEW! Cash Flow Management
Do you have less money than you think you should at the end of each month and are unsure where it's going? Our Cash Flow Management sessions can help with this. We usually meet for 5-10 sessions to help stop money from flowing away without a conscious choice.
$30/session
Tax Prep:
We are in this together
Your tax prep hourly fee is buying a relationship that includes our initial meeting, phone calls and e-mail questions. VIP is happy to guide you through the process. And if you are parents, we will also prepare your child's basic return for free.
$200/hr