Affordable Financial Advice
Financial Engagement: establish a financial plan
Includes one 2 hour meeting and up to 3 months of email/phone consultation during implementation of plan. Issues reviewed but not limited to: establishing a household budget, structuring savings for college and retirement, review and make recommendations for all investments (excluding individual stocks).
Price Range: $900 to $2,000 (sliding scale based on annual income or assets see chart below)
After the expiration of the 3 month time frame, an hourly fee of $200 will apply.
Ongoing Financial Consultation and Investment Management
Includes all of the above, plus unlimited email/phone consults and investment management including quarterly portfolio reviews.
Annual Price: $900 to $4,000 fee based on income/assets (see chart below)
Specific Projects
Analysis of a very specific situation that is limited in scope will be billed at $200 per hour.
Our Fees
| Assets or Annual Income | Financial | Ongoing | Annual |
| Plan | Advice | Review | |
| <$125,000 | $900 | $900 | $400 |
| $126,000-$200,000 | $1,200 | $1,200 | $500 |
| $201,000-500,000 | $1,500 | $2,000 | $600 |
| $501,000-$1,000000 | $1,750 | $2,500 | $700 |
| >$1 million | $2,000 | $4,000 | $800 |