How do you charge for your services?

Services are provided either on an hourly or flat fee basis, depending on the scope and complexity of work involved.

A new client project usually begins either with a financial checkup, second opinion project, or a full retirement plan. Fees for new clients range from $1250 – $6000 depending upon scope and complexity.

From there established clients may engage as-needed in brief hourly consultations all the way up to full plan updates. The hourly rate for 2023 is $375. Flat-fee updates for established clients generally range from $795 – $2700 depending upon scope and complexity.

For a more specific fee quote, it’s recommended to schedule a 30-40 minute call so I can better understand the main questions you are hoping a financial planner can answer. Click on the Schedule a Call button to select the day and time most convenient for you. You will receive a call then at the number you provide.