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Financial Planning
How will I benefit?
What can I expect?
What will it cost?
What if I don't think I need a
comprehensive plan?
What are some reasons your clients have sought out a financial planner?
What will it cost?
Our fees are very simple. We are compensated on an hourly basis for the consulting services that we provide. There are no hidden costs, commissions, sales charges, or fees for referrals.
Since we customize each plan to match each clients' needs, our fees are as individual as our clients.
It all depends on the complexity of your situation.

Here are some typical ranges:
Single or Pre-marital: $1,500 - $3,000
Couples: $2,500 - $5000
Business owners or Self-employed: $3,500 - $7,000

Once we know more about you and your financial concerns, we'll be able to give you an estimate tailored to your situation.