OUR SERVICES
Comprehensive Financial Planning
Our work with clients begins by helping you understand where you are and where you want to go. We then determine how to best use your financial resources to get you there and oversee the implementation of that plan.
We have a strong emphasis on client education and appreciate clients who want to know not only what to do, but why. In our first year we will typically have 6 meetings as we go through your financial and income status, retirement, insurance, employee benefits, tax planning, estate planning and charitable giving goals. Subsequent years offer quarterly meetings and we are always available for questions by phone/email. Investment management is included in our financial planning fee and we have no minimum asset requirement. We also offer tax preparation to our planning clients for an additional fee. |
How much does it cost?
|
Client Type
|
Major Potential Considerations
|
Onboarding
|
Annual Fee
|
Recent Grad
|
|
$500
|
Starts at
$2400/year (single) $3600/year (couple) |
Early Career
|
|
$1000
|
Starts at
$3600/year (single) $4800/year (couple) |
Mid Career
|
|
$1500
|
Starts at
$6000/year (single) $8000/year (couple) |
Startup Founder/
Executive |
|
$1500 and up depending on immediate needs
|
Starts at
$10,000/year |