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Our fees vary by project based on the complexity of your circumstances. In the event that you need us to complete special projects outside the scope of the financial planning process, we will notify you in advance. These fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your situation, and providing specific recommendations and implementation assistance.
WE ARE ONLY ACCEPTING NEW PLANNING CLIENTS THAT ARE STRONGLY CONSIDERING US FOR INVESTMENT MANAGEMENT SERVICES.
- Limited Scope Retirment Plans are priced based upon the number of tasks to be completed in the plan. A typical plan includes a n analysis of retirment needs, a review of your investments and educational funding needs. You may choose to include estate planning or an insuance analysis. A Limited Scope Retirment Plans typically costs $2,000.
- Comprehensive Financial Plan includes seven modules and fees range from $3,000 to $5,000 depending upon the complexity of your planning needs.
- Two hour planning special for $400 is for those individuals seeking independent, professional advice in a couple of areas without the expense of a written plan. We focus on your key areas of interest you control the agenda. If you decide to pursue a broader plan, this fee can be applied towards that plan.
- Special projects are billed on a per prject basis or $200 per hour.
NOTE 1 - Financial planning is offered as a separate service from investment management, and vica-versa. All financial planning engagements are completed upon the delivery of the financial plan and do not constitute an ongoing engagement unless agreed in writing.
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