Question 1

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

Accepted Answer

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.

Question 2

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

Accepted Answer

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.

Question 3

How long does it take to get my financial plan?

Accepted Answer

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

Question 4

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

Accepted Answer

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

The Generations Journal

The Generations Journal

The Generations Journal

Insights & Answers for Every Stage of Life

Practical guidance on retirement, taxes, investing, and protecting what matters — written in plain English by the team at Generations Financial Management.

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