We know your financial partner is a relationship that must fit. At Baldridge Financial, our experience in tax, bookkeeping and financial planning provides the best value to individuals and businesses in specific financial circumstances:
We work on a recurring retainer service agreement, and there is a cost to set up our services (typically beginning with a financial plan and tax return preparation), and an ongoing monthly fees.
Fees start around $5,000+ for the initial plan, and $1,000 monthly and up on an ongoing basis for implementation. We currently do not offer investment advisory under a traditional AUM model.
If you are interested in learning more and would like to set up a meeting, please fill out our prospective client form. The questions are personal but they allow us to get a snapshot of where you are financially, and come to our call prepared to give you great insight and advice. Please note that we only take on a limited number of clients each month.
After you fill out the form below, we will reach out to you with next steps.
We look forward to talking with you.
Baldridge Financial Team