Kirwin Financial, LLC
YOU MIGHT BE ASKING YOURSELF:
We’re having our first child; what do we need to know? What should we prioritize? Can we afford to buy a new home? What type of home would make us happy? What do we need to put away in case of an emergency? What sort of expenses should we be planning for? How do I take advantage of my employee benefits? Am I saving enough for retirement/financial independence?
I am a fee-only Certified Financial Planner™ Professional. I took a fiduciary oath which means, I act in your best interest and don’t sell investment or insurance products. I focus on applying my years of experience in the financial industry to provide unbiased advice.
A comprehensive financial plan typically costs between $2,500 and $5,000, depending on the complexity of your situation. This includes two meetings and the time it takes to do the analysis and put your plan together (anywhere from 10-20 hours). You will only be billed for time spent based on the hourly rate of $250/hour.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.