Services

Services

How much will it cost to engage your services?

We are a fee-only firm therefore our fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance (if appropriate) at a rate of $235 per hour.  As a fee-only firm we are solely compensated by our clients; which eliminates any conflict of interest.

Financial planning fees are determined on a project basis; the total fee for a financial plan will vary from client to client based on the specific needs and complexity of your situation with projects typically ranging from 6 to 15 hours of work. A quote of our fee for the initial engagement is provided at the Introduction Meeting when your personal needs are fully identified. If you engage our services once your Presentation meeting and Follow Up meeting are completed, you then determine how much ongoing assistance you want with implementation and investment monitoring going forward.

Listed below are the services we offer and an estimate of the cost for these services.

  • Hourly Services:

Most clients find after the initial engagement that an annual review is beneficial for staying on track with their financial plan.  Areas covered during your review are determined by you.  Typically clients request a review of their investment portfolio annually and updated retirement projections on a less frequent basis. As a general rule of thumb a review will cost about half of your initial engagement; the fees are based on the actual time involved, there is a two hour minimum for annual financial check-ups.

  • Retainer Client Services:

Retainer services start with the initial engagement which includes the Introduction Meeting, Presentation meeting and then Follow Up meeting billed in the same manner as hourly clients.  Thereafter, the client’s situations will be reviewed quarterly and be provided with changes and investment rebalancing recommendations, as needed, for an annual fee, billed quarterly as well as performance reports.  Clients are provided access to our firm for ongoing questions.  The annual retainer fee will reflect the complexity of the client situation.  The annual retainer fee starts at a minimum of 3 hours per quarter.

 

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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