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FLAT FEE FOR PLANNING

$875 - $3,000

depending on complexity

Comprehensive Financial Plan: Cashflow Analysis & Planning, Investment Education & Planning, Retirement Planning, Estate and Tax Planning, College Education Planning, Risk Management Evaluation & Planning. 

Ongoing relationship. Reviewed quarterly, semi-annually, annually or to your preference

Fee type (flat fee or hourly) and amount is determined during initial call

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HOURLY BILLING

$125

A la Carte Planning. Allows us to work through the parts of a comprehensive plan on your timeline and as they apply to you: Comprehensive Financial Plan: Cashflow Analysis & Planning, Investment Education & Planning, Retirement Planning, Estate and Tax Planning, College Education Planning, Risk Management Evaluation & Planning. Also useful for spreading out the cost of planning if you have a small business or just want "pay as you go."

Fee type (flat fee or hourly) and amount is determined during initial call


Most clients want this to be a continuous relationship, but we aim to meet the needs of where you might be in life.

Flat Fees are typically one-time, not annually. They cover the creation of the plan at this phase of your life and include all quarterly check-ins and annual reviews. When you have a major life change, or drastic change in your plan, we'll approach any further work either on a flat fee or hourly basis.

The 30 Minute Introductory Phone call is always complimentary. At the end of that call we will discuss which fee option is right for you.

If you decide to engage us as your investment manager or insurance agent to fulfill any recommendations beyond the planning phase, we could be compensated by whatever companies we used to fill those needs and that would be disclosed at that time.