Review my Services and Fees

What I offer

I provide planning and advice on all aspects of your finances. This includes the things we all think about, like your investments and tax preparation. Equally as important are the things we rarely think about, like insurance and estate planning.

My job is to make them all work in concert to achieve your personal goals.

How it works

The Financial Plan is the basis of all recommendations and the framework from which we analyze trade-offs. This foundation is created together across five meetings.

The first two meetings are at no cost to you, allowing us time to assess a mutual fit. No contracts are signed till the start of the third meeting. Click the schedule, below, for more detail.

Initial Financial Plan Schedule

The Initial Financial Plan typically costs $2,000 depending on complexity and takes roughly 8 weeks to complete. After the Plan Delivery Meeting you can decide to implement the plan on your own or enlist my Ongoing Service.

My Ongoing Service includes implementation of the plan, regular updates (because plans change!), and discretionary investment management. The Ongoing Service typically costs between $3,000 and $10,000 depending on complexity. Click the calendar, below, for more detail.

Ongoing Service Calendar

Tax Preparation

I am proud to offer tax preparation services. If you already have a tax preparer, I am always happy to work closely with them to implement our plan. This service is offered on a stand alone basis and clients will be contacted at the start of each year if they would like to utilize this service. The fee for tax preparation is typically between $250 and $2,000 depending on complexity.

Next Steps