Fees are based on complexity, not a percentage of assets. Never do we receive commissions, sales loads or referral fees.
For single individuals or early career professionals with no children. Let us take a wholistic view of your financial goals that analyzes your needs and listens to your aspirations. Together we will put you on a solid path toward achieving your desired financial future. Plan prices typically range between $800 to $1,600.
For mid-career professionals and families. A broad-based plan that includes an analysis of your current assets and identifies the strengths and weaknesses of your current situation. We will help you build on what you are doing well and suggest improvements where needed. Plan prices typically range between $1,500 and $3,000.
For those at or near retirement. A broad-based plan that addresses needs such as: formulating your retirement income, planning for the draw-down of assets, legacy planning/efficient asset transfer to heirs, investment strategies appropriate for your time horizon and income needs, and the tax-efficient use of your qualified dollars. Plan prices typically range between $2,400 and $5,000+.
The business owner
A plan that addresses concerns typical of any professional, but which often include items of more complexity, such as: developing a retirement plan for a self-employed individual or small business, creating a business succession plan, and insuring proper risk management for you and your business. Plan prices typically range between $2,500 & $6,000+.
Hourly advice is provided for smaller projects or a specific need. This is rarely the best option for those seeking more comprehensive planning services. However, should your needs be limited in scope and confined to one or two areas of a broader financial plan, our services can be provided on an hourly basis. Hourly rates are: $250/hour Financial Planner, $60/hour Administrative Support