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Fee-Only, Comprehensive 

Financial Planning Services

WHAT FINANCIAL CONCERNS DO YOU HAVE?


Do you have a need for trusted advice?

  • "Am I going to be OK financially?"
  • "Will I have to move out of my house?"
  • "Will I have to go back to work?"
  • "Will I run out of money?"

Our approach is to offer you two options depending on whether you need an ongoing relationship or not. 

Financial Review

The Financial Review involves 8-10 hours of our time for research, analysis and a two-hour meeting.

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We will give you a summary of the review that includes written recommendations. The review is an excellent way to begin the financial planning process and receive immediate answers to your most pressing questions. It also gives you the opportunity to experience our services without making a long-term commitment. The cost of the Financial Review is $750 to $1,500 based on the complexity of your situation.

The first half of the fee is due at the start of the process, and the second half is paid at the end. No tax preparation or investment implementation is included in the Financial Review. 

If you decide that ongoing planning services are warranted and you wish to upgrade to the Annual Retainer service option, you will receive a credit for any fees paid for the Financial Review during the last six months. 


Annual Retainer

This is the answer if you decide to enter into an ongoing relationship that takes advantage of the full range of our services.

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You receive ongoing, comprehensive financial planning for a fixed fee. Your services will involve topics that are relevant to you and may include, but are not limited to: tax preparation, tax planning, insurance review, inventory of assets, analysis of financial goals, portfolio analysis, development of a written investment plan, implementation and monitoring of the investment plan, no-load mutual fund recommendations, retirement planning, charitable planning and estate plan reviews. 

Many clients who use our retained services spend much less in fees than they would for just standalone asset management offered by a traditional competitor. Our comprehensive, personalized approach offers much more than investment advice; instead, it puts you at the center of all planning issues so that you feel in control and empowered to make informed financial decisions. 

Annual fees are quoted individually and range between $5,000 and $20,000 based on income, assets and other complexity factors.