Pricing

Our basic hourly rate is $50/hour with a minimum of 2 hours for a session.

The financial check-up has a flat rate of $250.

Basic financial planning fee is a flat rate of $350

Comprehensive financial planning is a flat rate of $500.

If you just need someone to call/email or visit one to two times per year, you can pay $450/year for support.

Opportunity Financial’s pricing policy is to make it clear to you up front what the fees will be for our services. Estimates can be provided for any hourly work based on an initial consultation. If your financial situation requires additional expertise from a CPA or an attorney, a referral can be made for you. You will be responsible for discussing fees/expenses with them.

The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business in any states beyond the states in which Opportunity Financial Improvement Group, LLC maintains registration or a notice filing. Investment advice is offered through Opportunity Financial Improvement Group, LLC. Information associated with this website is believed to be accurate, however, Opportunity Financial Improvement Group, LLC makes no guarantee to this fact and Opportunity Financial Improvement Group, LLC has no control over the accuracy of websites found through the links within. For questions or to report any problems, please contact us.