Comprehensive Financial Planning:  The comprehensive financial plan will typically include all aspects of your financial life including retirement planning, education planning, planning for major purchases, life and disability insurance needs, long-term care needs, and estate planning issues. I will work with you to collect the pertinent data, interview you and your partner, and develop a comprehensive written financial plan. Detailed investment advice and specific recommendations may be offered as part of a financial plan.  The fee for this type of service typically range from $500 to $2500 depending upon the complexity of a client’s financial situation.

Specific Financial Planning:  Rather than a comprehensive review and plan for all aspects of your financial life, I am available to prepare a limited/focused scope to assist you with a specific personal financial goal, and supply analysis and recommendations as to the actions and strategies necessary to attain that goal.  The specific financial plan may include such things as:

  • personal budgetingpersonal budgeting, retirement, cash flow, education
  • cash flow analysis
  • retirement planning
  • education planning
  • planning for major purchases
  • life and disability insurance needs
  • estate planning issues

Hourly Financial Consultation:  I am also available to work with you on an hourly basis, typically at a rate of $85/hour.


David K. Almond dba Almond Financial Planning NW is a registered investment advisor in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.