Financial Planning & Hourly Consulting

Everyone Has a Beginning

We at Davis Financial Advisors, Inc. understand that everyone has a beginning. 

Maybe you are a new investor or experiencing a new life transition; perhaps, you are "retiring for the first time", or have been a "do-it-yourself" investor and are seeking help for the first time, we are here to guide you. Our hourly and financial planning packages are affordable and flexible to meet your needs.

Initial Consultation

No charge.

Hourly Consulting

Is this the first time you have sought financial advice?

Are you newly married or just starting your family?

Are you making a job transition or choosing a new career?

Do you need a second opinion or just want an expert opinion of your investment portfolio?

Do you need guidance with budgeting, paying off student loans, or creating a savings plan?

Both of our CERTIFIED FINANCIAL PLANNERS™ provide hourly consulting.  Our hourly rates range from $50-$125 / hour based on the project at hand. The initial consultation is ALWAYS offered at no charge, call or email our office to schedule an appointment to meet with an advisor.

Financial Planning

Comprehensive financial planning is available for individuals/couples who desire on-going guidance. Comprehensive financial planning includes the following areas:

Retirement Planning

Education Planning

Investment Planning

Life Insurance / Long Term Care Planning

Estate Planning

Tax Planning

Care Planning (Please see our page that specifically addresses this area of planning for more details.)

Our comprehensive financial planning begins with an upfront planning fee or retainer and then is billed monthly for ongoing review and anytime access for questions to the advisor. Our upfront planning fees range from $500-$1000 based on the complexity and monthly billing rates range from $100-$250 per month. 

If you are or If you become an investment management client with our firm, financial planning services are included in the investment management fee (based on $200,000 or more of assets under management).

New Couple Consultation

Our passion is working with families, from generation to generation.  This is why we offer a special planning price for newly married couples as we believe having a plan sets the foundation for a successful marriage and financial future. 

We offer a flat planning price of $150 for new couples.  The initial consultation is at no-charge.  Couples are given tasks for the planning meetings. The fee covers three (3) one-hour meetings with a CERTIFIED FINANCIAL PLANNER™ to build a plan. The $150 fee can be paid in full at plan completion or can be billed at $50 / month for three months.