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Simple, Straightforward and Affordable
Our goal is to provide you with the highest level of service and advice at the best possible price. We keep our fees simple so our clients can make an informed decision whether or not to engage our services. You only pay for the level of service you need. If you choose to work with us, you will know the cost in writing before the engagement begins.
Financial Planning
This option is for clients who come to us with a specific issue or need a complete financial plan. It will be based upon the complexity of the engagement and the amount of time we estimate it will take for us to complete it.
Specific Topic:
Typical Fee $250 - $500
Complete Plan:
Typical Fee $1500 - $2500
Investment Services
This option is best suited for clients who feel they do not have the time, interest or experience to devote to implementing or managing their investment plan. The fee is based upon the complexity of your financial situation. You will know the cost in writing before the engagement begins.
Seminars & Workshops
We offer these presentations for businesses and organizations. We have several financial topics to choose from or we can customize a presentation to meet the needs of your group. Please call us for further details and pricing.
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