Financial Planning
The initial consultation is complimentary and allows us the opportunity to get to know each other and determine which level of service is appropriate for your needs.
Financial planning is a very personal process and the initial consultation is our opportunity to determine if our personalities are conducive to building a healthy working relationship.
Transparent Pricing
One-Time Personalized Financial Plans
$2,750–$6,000One-time personalized financial plans are tailored to the level of services required to meet your needs and priced based on the total number of hours required to complete the plan. Following the initial consultation, we will provide an estimate of the time required and expected fee based on our hourly rate of $300. Expect a minimum of 10-12 hours with fees ranging from $2,750-$6,000.
Ongoing Planning Services
From $2,000/yrOngoing planning services are offered on an annual basis, starting at $2,000 per year. A 2-year commitment is recommended. Your total fee depends upon the complexity of your particular financial situation. Optional investment management services are available for an additional fee.
Add-On Investment Management
0.25%/yrWe charge a management fee of 0.25% of the balance in the account, deducted quarterly. For example, the management fee on an investment account of $100,000 is $250 per year, with $62.50 deducted quarterly from the account. Investment management services are only available as an add-on service for clients with our ongoing Planning Services. A minimum account balance of $25,000 applies. Accounts are held with Charles Schwab, a third-party custodian.
Occasionally we will offer investment management services only without the ongoing planning services. In that case, management fees on an investment account are up to 1.5% per annum.
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