Benjes Personal Financial Planning Services


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Services and Fees

Diane provides service to clients through financial advice on a range of topics, including retirement planning, college funding, investments, insurance and tax planning. These topics can be addressed individually, or in a package financial plan. Charges are:

Initial consultation No charge

Additional consultations $120 per hour

Partial Plan Begins at $800

Full Financial Plan Begins at $1000

Retainer Begins at $600

There is no required minimum in dollars or assets for clients of Benjes & Benjes, Inc.. Diane has worked with clients ranging from young people with minimal savings to the extremely wealthy, with most folks in between. Many clients also have employee stock options, both qualified and non-qualified. They are able to save thousands of tax dollars through proper planning in the exercise and sale of these options.

Every client should be concerned by possible conflicts of interest. You should know that the advice given by Diane Benjes is unbiased and objective, free from outside influence or rewards. Diane is a fee-only planner, which means that she collects no commissions from any source, and she sells no products. Diane is not paid a commission or fee from any service provider, and is not affiliated with other financial consultants or firms. Every effort is made to provide the client with sound, objective, knowledgeable advice.