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Services Offered

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Student Loan Consultation

$150 - $300
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30 or 45-minute meeting

Ongoing
Financial Planning

$325-375/mo
+
1% on any assets managed

*$650 up-front fee*

Most Popular

Monthly Check-In Financial Planning

$500/mo
+
1% on any assets managed

*$650 up-front fee*

Project Based
Financial Planning

$250/hr
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Minimum of 4 hours

 

Speaking Engagements

Starting at $800
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K-12 Planning LLC (“K-12 Planning”),  is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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