Planning only
The full planning service for a flat yearly fee, for people who want to keep investing on their own.
Some clients do not want us to manage their money, and that is fine. Planning only covers everything in retirement, tax and estate planning for $4,800 a year, billed quarterly.
You keep your accounts where they are. We give you the plan, the numbers and the instructions, and you place the trades yourself.
Who it is for
Do-it-yourself investors and people with assets in a workplace plan
Included
A written financial plan, two reviews a year, tax and retirement projections, email access to your advisor
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood