Pricing:
$4,000-$8,000+ per year*
Flat-Fee Pricing - Price does not increase with investments managed.
Stressed or have questions about money?
Perfect times to hire a Financial Planner:
- Having a baby
- Feel behind on money
- Combining financial lives (i.e. Marriage)
- Income has increased +2x in last 1-5 years
- Stressed/anxious about money-related items
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Unlimited phone/text/email support.
Avoid hidden-fees , build a long-term plan and take action.
Ongoing Financial Planning is for individuals/couples in sales or business owners, looking to build a custom financial plan and meet regularly for ongoing advice.
Cancel anytime.
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Most W-2 Employees may be charged between $4K/yr - $8K/yr.
Most Business Owners/RE investors may be charged $6K/yr - $18K/yr
*Total fee is provided, prior to engagement starting.
*One-Time Startup Fee ($3K-5K)
There may be an additional $2,500/yr fee added if investment management is not selected.
*We do not sell insurance or investment products, nor do we provide legal advice. We partner with trusted advisors in the space and refer clients out to avoid potential conflicts of interest. Fees are negotiable. One-Time Fee is collected upfront. Ongoing Planning/Investment Management Fee billed monthly/quarterly and in advance (or arrears).
Challenge Everything Financial, LLC (“CEF”) is a registered investment advisor offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
Challenge Everything Financial, LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Challenge Everything Financial, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
CEF does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall CEF be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if CEF or an authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.