Our Fees

All planning and consulting services are based upon an hourly rate of $220, however a fixed fee may also be agreed upon. Fees are determined based upon the nature and complexity of each client’s unique situation. A personalized quote is provided during your complimentary Get Acquainted meeting which means all fees are agreed upon prior to entering into a contract for services.  Most comprehensive financial plans typically fall in the $2000-$4000 range.

A retainer in the amount of 50% of the anticipated fee, or $1,200 (whichever is less), is due at the time an Agreement is signed.  The balance is due at the financial plan presentation meeting.

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