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Financial Planning Fees
The standard fee for TJSinvest’s Financial Planning service is $100/hour.
Financial plans are typically developed over five to ten, forty-five minute to an hour long sessions. TJSinvest will never exceed the quoted price provided at the end of part one in the financial planning process. An invoice will be sent at the end of step four and payment will be expected prior to receiving the finalized plan. However, before receipt of the completed plan (step four) or at any point prior, if the client is at all unsatisfied, they are not obligated to pay.
*Note: For additional information on TJSinvest's fees and compensation, please see our firm brochure (Form ADV Part 2) available at www.adviserinfo.sec.gov
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