Financial Planning Services & Flat-Fee Service Tiers
You deserve clear pricing and a plan that fits your needs—nothing more, nothing less. At Unburdened Financial Planning, every package is fee-only: no commissions, no asset-based charges, no surprise costs. Whether you need help with a specific financial challenge or want ongoing guidance, our transparent structure puts you in control of what you pay for and what you get. Choose the tier that matches your goals and upgrade or adjust as life changes.
Every client receives truly fiduciary advice—always in your best interest, never influenced by commissions or sales goals. Meet in-person at our Wasilla office or connect virtually from anywhere in Alaska, with unlimited support when questions come up. There are no asset minimums; whether you’re just starting out or managing significant wealth, you’re welcome here. Ongoing queries and check-ins are always included at no extra charge.
A flat-fee model means there are no hidden costs or conflicts of interest—our advice is always unbiased and tailored for your goals, not tied to selling products or managing higher balances.
What’s included in a financial plan?
Every plan covers core areas like budgeting, debt, savings, investments, retirement, insurance, and more, with specific deliverables based on the tier you choose.
Are there any surprise fees?
No surprises. Everything is explained upfront, and you control the scope of your engagement.
