Using our online financial services calculator can improve how you price your services.
This tool helps you set service fees based on different factors, so you can offer fair rates and clearly show your expertise to clients.
By adding this calculator to your practice, you can simplify pricing, build client trust, and strengthen relationships with your clients.
Using our online financial services calculator can improve how you price your services.
This tool helps you set service fees based on different factors, so you can offer fair rates and clearly show your expertise to clients.
By adding this calculator to your practice, you can simplify pricing, build client trust, and strengthen relationships with your clients.
The Finwise™ Service Fee Calculator is designed to help financial planners discover their intangible value, scope the services required, and how to charge as part of the Code of Ethics – Standard 4 Free, Prior and Informed Consent, and Standard 7 Fees are Fair, Reasonable and Value for Money
