How much does it cost to work with Generations Financial Management?

The initial financial planning engagement costs $750-$2,000 and includes three meetings to create your complete plan. After that, ongoing planning starts at $100/month or investment management at 1.6% annually. No asset minimums.

What is the difference between Generations Financial Management and other financial advisors?

We are independent advisors with no sales quotas and no pressure to buy products you do not need. We provide honest, fiduciary advice designed around what matters most to you and your family.

Do I need a lot of money to work with Generations Financial Management?

No. There are no asset minimums. Everyone deserves access to quality financial planning regardless of how much they currently have saved.

Finally, Real Answers to Your Money Questions

Q: How long does it take to get my financial plan?

Our initial process includes three meetings and typically takes a few weeks depending on the complexity of your situation.

At Generations Financial Management, we help individuals and families make confident financial decisions through every stage of life.

Get Your Questions Answered

We provide clear answers and personalized guidance. From retirement planning and tax strategies to investment management and insurance decisions, we’re here to simplify the complex and help you move forward with confidence.

We help people move from guessing to knowing.

Know Your Number

Picture having a clear path to retirement instead of hoping it all works out.

Keep More

What if you had strategies that let you keep more of what you work so hard to earn?

Never Run Out

Picture having enough for the life you want without worrying about your savings disappearing.

You Get Answers, Not More Questions

And we build a plan that ensures your savings last as long as you do - with room for the life you actually want to live.

Learn about our process

Frequently
Asked Answered
Questions

Here are the answers to what most people want to know before we start working together.

How much does it cost to work with you?

What's the difference between you and other financial advisors?

How long does it take to get my financial plan?

Do I need a lot of money to work with you?

Ready to Simplify Your Financial Life?

No more wondering if all the pieces fit together. No more worrying about what you might be missing. Let's create a plan that covers everything and gives you the confidence you deserve.

Start the Conversation

Ready to Simplify Your Financial Life?

No more wondering if all the pieces fit together. No more worrying about what you might be missing. Let's create a plan that covers everything and gives you the confidence you deserve.

Start the Conversation

Ready to Simplify Your Financial Life?

No more wondering if all the pieces fit together. No more worrying about what you might be missing. Let's create a plan that covers everything and gives you the confidence you deserve.

Start the Conversation

We provide clear answers and personalized guidance. From retirement planning and tax strategies to investment management and insurance decisions, we’re here to simplify the complex and help you move forward with confidence.

We provide clear answers and personalized guidance. From retirement planning and tax strategies to investment management and insurance decisions, we’re here to simplify the complex and help you move forward with confidence.

We help people move from guessing to knowing.

Know Your Number

Keep More

Never Run Out

You Get Answers, Not More Questions

FrequentlyAsked AnsweredQuestions

FrequentlyAsked AnsweredQuestions

FrequentlyAsked AnsweredQuestions

Ready to Simplify Your Financial Life?

Ready to Simplify Your Financial Life?

Ready to Simplify Your Financial Life?

Frequently
Asked Answered
Questions

Frequently
Asked Answered
Questions

Frequently
Asked Answered
Questions