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SERVICES

Our financial planning process is designed for young professionals and families. Most of our clients have never met with a financial planner before and we use the first four meetings to set the foundation of their financial plan. Our meeting structure isn’t set in stone - if you have an urgent issue that we need to address first (e.g., about to buy a home!), then we’ll focus on that early on.

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Here’s what to expect from a financial planning engagement with Primas Financial Planning:

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After the initial foundational meetings, we’ll meet every month for 15 minutes to make sure you’re on track, answer any questions, and work out any issues live. As a client, you’ll also have unlimited email and phone access outside of our set meetings.

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FEES

We don't charge extra to manage your investments and we don't receive commissions or kickbacks. Examples of equity compensation include restricted stock units, incentive stock options, non-qualified stock options, etc. Below is an outline of our fees. 

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We want you to have long-term success and it takes time to put a successful financial plan in place. We ask our clients for a one-year commitment to give us time to guide them through the financial planning process. Some clients choose to stay on longer than a year and in those situations, we will lower your monthly fee if we’re no longer meeting monthly.

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We meet with our clients virtually but if you’re in the Baltimore area(ish), let’s have coffee!

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