We offer flexible payment options:
Annual fee is based on a percentage of net worth using the schedule below. This is best suited for someone who prefers a long-term relationship for ongoing services related to their Financial Plan. Time used to prepare the Financial Plan is included in the fee. The fee can be paid monthly, quarterly, semi-annually or annually through the investments, credit card, or direct bill.
Retainer Fee Schedule
$200 per hour is best suited for a client with a specific need or concern. All time for work related to the project is documented and charged to the client