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1) How will I benefit?
Many financial problems exist because of a lack of planning, not a lack of money. We can help you make the right choices for your financial peace of mind.
2) What should I expect?
Each financial planning engagement begins with a complimentary initial meeting.
This will give you an opportunity to find out more about us and help us
evaluate your needs and expectations. We will explain the scope of our
services and decide what type of engagement best fits your needs - ongoing
wealth management or an annual financial planning relationship.
3) What will it cost?
Our fees are very simple. We charge an annual retainer fee that is all inclusive.
- Wealth management clients pay a fee customized to reflect their unique set of circumstances. The minimum annual fee for wealth management clients is $7,500.
- Financial planning clients, who engage our expertise while still managing their own investments, pay an annual retainer of $4,000 for a single individual or $5,000 for a couple. This includes all the time spent creating their plan, plus any time spent meeting in person, on the phone, or via email. After the year is over financial planning clients have the opportunity to continue on this path or graduate to our wealth management service, if appropriate.
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