Services

 
Provident Planning provides the following services to its clients:

  • Comprehensive Financial Planning
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  • Income Tax Preparation
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  • Budgeting
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  • Income Tax Planning
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  • Debt Management
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  • Estate Planning
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  • Insurance Analysis
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  • Business Planning
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  • Retirement Planning
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  • Education Planning
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  • Investment Recommendations
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  • Investment Education
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  • Charitable Gift Planning
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  • Second Opinions
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  • Annual Reviews
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  • and more!
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    Hourly

    Provident Planning provides income tax preparation services at a rate of $75/hour. A simple tax return can be finished in 1-2 hours or less, while more complex returns may require as many as 5-6 hours. For most people, this results in a much lower cost compared to other tax preparation services or a CPA. Your first meeting to get acquainted with me is absolutely free and comes with no obligations.

    Provident Planning also provides financial planning services at a rate of $100/hour. This includes all services except income tax preparation. You may choose to purchase a package of 2, 5, or 10 hours depending on your needs. The amount of time it takes to complete your financial planning will depend on the services requested, the complexity of your situation, and the organization of your information. The more organized you are, the quicker we can help you (which means you pay less). Again, your first meeting to get acquainted with me is absolutely free and comes with no obligations.

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    Flat Fee

    Some clients prefer to hire me for a flat fee so they don’t have to worry about how many billable hours they’ll be charged. For $1,800/year (paid as $900/six months), you’ll have unlimited access to meetings, phone calls, e-mail, research, and analysis including the preparation of your income tax returns. All the services mentioned above are included in this package.

    This is a great deal for clients with a large net worth, complex situations, and first-year clients. Clients with simpler situations or those who have already received and implemented a financial plan from me may be better served by choosing one of the hourly packages above. As always, your first meeting to get acquainted with me is absolutely free and comes with no obligations.

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    Workshops, Seminars, and Speaking Engagements

    If you’d like to have me speak or conduct a workshop or seminar at your church, business, club, or other organization, please contact me directly for more information.

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