To meet our client's needs, we have created programs that best meet their needs. For a detailed description of what each program entails, please read below. We would like to point out that we are a full service firm that handles easy to complex financial situations, so if you do not see what you are searching for, please be aware that scheduling a FREE consultation is the best way to find a solution.
This option is for those that do not need a full financial plan, but want to have a in-depth discussion about 3 pressing topics tailored to your situation. If during the discussions, you decide that you do need a full financial plan, then we will deduct the cost from the Financial Planning fee. Below is what is included.
This option is for those that need a comprehensive financial plan that covers all major planning areas with in-depth review of each area. We charge an initial fee of $2,500 (negotiable) with a monthly retainer fee of $249 - $349. Fees are based on complexity. Please see below to learn what is included in the initial fees. We recommend scheduling the FREE consultation to see if we are the right fit for you.