Partnering with you to develop a path to financial independence.
Located in Columbia, SC, Cashloanace, specializes in fee-only financial planning. Cashloanace partners with people ready to create a path to financial independence and to empower them to make smart financial decisions.
We’ll help you prioritize the dreams and goals you find important first, so that your plan clears a path to these goals. We’ll then work together to organize your finances and create a foundation for your future success. And most importantly, you will have an accountability partner along the way. Together, we’ll make wise financial decisions and give you greater peace of mind across all areas of your financial life.
Convenient affordable fees
Paying for financial planning based on your asset levels can be costly. At Cashloanace , we want to make professional financial advice both accessible and free from conflicts of interest. Our monthly fee is just a way for you to pay us like you pay most of your bills. You will be charged convenient monthly installments based on your unique situation.
Our comprehensive financial planning services start with a one-time engagement fee of $1,500. This the upfront work required to dive deep into your unique situation and provide an initial plan, action steps, and the financial and investment advice you need to reach your full financial potential. Afterward, ongoing service and support is offered for convenient monthly installments of $200* thereafter. This fee covers the ongoing relationship that provides you with annual checkups, email support, and adjustments to your plan as needed. We meet about 3-4 times our first year, and will typically meet once or twice a year thereafter. You may choose to meet in-person or virtually.