Fee Only Clients (people not investing money with us)

If you are interested in becoming an Investment Client so that we can provide ongoing financial planning advice please visit this page:  

Becoming an Investment Client with Ongoing Financial Planning Advice

Fee Based Clients:  this is only for people who want our information and either cannot or will not become Investment Clients.

We reserve the right to bring on Fee Based Clients, or not bring them on, because Fee Based Clients take a lot more time to manage as we do not know what their investments are doing when they are held outside of our firm.  We appreciate that people want financial planning guidance, and may not, or cannot, invest to meet our minimums.  However, as these Advice Only clients can take a significant amount of time and their data is more scattered around we offer the following when we have the time to do it.  

This is only for Non-Investment Clients.  We never charge our Investment Clients these hourly fees.  

Fee Only Client that will not invest over $500k with us:  

1st Comprehensive Meeting:  $2000

Ongoing Meetings at your request:  $1000

We provide comprehensive analysis using our expertise and eMoney software to forecast your retirement picture and determine if you are on track to meet your goals.  We will provide your with Comprehensive Reports and Recommendations.  At your discretion, if we have time, we can do follow up meetings to update your financial information.   

At Innovate Financial, Inc. both Justin Horsch and Michael Nakashima are fiduciaries and will make recommendations that are in the clients' best interest.