Fees

Financial Planning

Comprehensive Financial Plan

  • Financial Strategy that is easy to understand and implement.
  • One year of financial coaching that organizes and prioritizes your saving and spending to match your values and goals.
  • A ‘Big Picture’ overview of your financial future.
  • Astra Life Planner
  • Kolbe Index and The Financial FMO+™
Starting at $2000
(4 pmts of $500 over 1 yr)
The Freedom Plan

  • Organized cash-flow plan and implementation with a Certified Cash Flow Specialist, plus 3 coaching meetings over 1 year.
Starting at $1000
(4pmts of $250 over 1yr)
Consulting Fee $190 Hourly plus tax
Additional fees may apply, based on the complexity and scope of your finances.

 

Astra Life Planner – A way to organize all of your important life documents (investment statements, insurance, everyday finances, health info and contacts). Also, includes preparation for the What if’s in your life so that your family has access and answers to some of the important need-to-know things.

The Kolbe Index and Financial FMO+™– The FMO+™ identifies ways you can use your instincts to make smarter decisions about money and finances. It offers personalized paths to financial success. Understand how your M.O. affects your financial decision making.

  • Learn techniques to reduce financial stress
  • Seven-page bonus section – Wise Wealth
  • Instant online access

Investment Management

When Zena founded Astra Financial, she made a decision to operate with nothing but the client’s best interest at heart. That means we offer Fee-Based accounts with low management fees, personal contact and exceptional client service.

Investment Management is full-service, professional portfolio management for your investment and retirement accounts.

Asset-Based Fee for accounts over $200,000 1%
Asset-Based Fee for accounts under $200,000 1.5%