What services do you offer as a financial planner?

Advice and financial plans are offered on an as-needed, fee-for-service basis.

For new clients, services are broken down into project types.

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 generally range from $795 – $2700 depending upon scope and complexity.

There is no ongoing commitment requirement or expectation. Some clients return every year; others return whenever there is a change in life circumstances such as pre-retirement, retirement, death in the family, health issue, or birth of a child or grandchild.
An ADV disclosure brochure with more details on the scope of services and fees for each project type can also be found at the bottom of each page of this website.

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. That call can be scheduled by clicking the “Contact Us” tab. Select the day and time most convenient for you, and you will receive a call at the number you provide.