Oliver Financial Planning is now offering a flat fee service called our Financial Planning Program. This new service provides year-round financial planning and advice for a fixed monthly fee.

The Financial Planning Program includes:

• Year-round financial planning advice,
• Annual portfolio rebalancing instructions,
• An annual financial plan update,
• An annual review meeting,
• Financial Snapshot and Action Plan reports, and
• Access to our portfolio performance and financial planning applications.

Financial Planning Program clients pay a flat monthly fee of $125, $200 or $300 depending on financial complexity. New clients also pay an initial fee of $1,200.

Call us at 734-926-0022 to learn more about our Financial Planning Program and schedule a Get Acquainted Meeting.