Comprehensive Financial Planning Services:


The initial fee for a comprehensive financial plan will be determined at our first meeting.  Your fee will be based on the complexity of your financial circumstances and will reflect the projected time required to develop your plan. Your financial plan includes the transfer of your assets, if needed, and the entire implementation process.

When your plan is implemented, we may receive additional compensation.

Project-Based Services:


In some limited circumstances, we offer project-based planning and analysis services to clients whose planning needs are more limited and specific in nature.