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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 when they engage our services. You only pay for the level of service you need. When you work with us, you will know the cost in writing before the engagement begins.
Financial Planning Services
This option is for clients who come to us for a complete financial plan or need to address a specific issue. The fee will be based upon the complexity of the engagement and the amount of time we estimate it will take for us to complete it.
Complete Plan:
Typical Fee $2,500 - $4,000
Specific Topic:
Typical Fee $500 - $1,500
Annual Retainer Services
This option is best suited for clients who don’t have the time, interest or experience to devote to implementing or managing their financial plan and recognize the value of an ongoing relationship with a trusted advisor. The fee will be based upon the complexity of your financial situation.
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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