Fee-Based Services
Fee-Based Services
Access expert guidance to help you build your plan, update your existing one, or establish your legal foundations. We’re here to help.

Create a Plan
Starting at $499
Work with a financial advisor to assess your income, expenses, and lifestyle in order to create a financial plan that sets you up for success.

Update an Existing Plan
Starting at $199
Review plan progress and get help on identifying what to do next.

File Your Personal Taxes & Create a Financial Plan
Starting at $649
Save on your taxes and financial plan by bundling them together.
Work with a financial advisor to assess your income, expenses, and lifestyle in order to create a financial plan that sets you up for success.

Create Your Financial Plan, Power of Attorney, Personal Directive, & Will
Starting at $1,249
Create all four important documents at once. Your financial plan will help you understand how to achieve your financial goals. Your POA, PD, and Will ensure that your estate, legacy, and wishes are protected and respected.

Financial Plan, Will/POA/PD, & Personal Taxes
Starting at $1,349
Your financial plan will help you understand how to achieve your financial goals. Your POA, PD, and Will ensure that your estate, legacy, and wishes are protected and respected.
Every Investor is Different.
See How We Can Work With You.
Qopia Financial caters its approach to each client. Our case studies show how we customize our investment approach based on your specific situation.

Insurance Case Studies

Planning Case Studies

Group Benefits Case Studies

Investment Case Studies
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Tools from the Experts
Financial Tools & Resources
We have created several case studies and tools to help you, as well as a regularly updated blog that explores personal finance, investing, tax planning, insurance, and more.