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What will it cost?
Our fees are very simple. We charge an annual retainer fee that is all
inclusive. The fee for a single individual is $4,000. The fee for a couple is
$5,000. This includes all the time spent creating your plan plus any time
spent meeting with you in person, on the phone, or via email. After the year
is over, you have the opportunity to continue on this path or graduate to our
wealth management service, if appropriate.
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