Services and Pricing
my work flow
How does financial planning work?
I offer both ongoing financial planning and one-time financial planning projects. Typically, I prefer ongoing planning for at least one year to ensure each recommendation is implemented properly and we can make adjustments as life happens along the way.
Here is the list of services and costs for both ongoing and one-time financial planning. While at first it may sound like a lot, and it is, it’s also a great deal for the right people. High-quality financial advice is typically worth way more than it costs, not to mention the peace of mind that comes with knowing you’re on the right track. You can read more about the value of working with a trusted advisor here.
Form ADV and Disclosures
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Katz-Moses Financial, LLC (“Katz-Moses Financial”) is a registered investment advisor offering advisory services in the District of Columbia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Katz-Moses Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.