facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Your Financial Plan Starts Here

Fixed-Fee Financial Planning

Choose the option that best meets your planning needs:

Typical Fee Range

$750 - $1,500*

 Consultation on Topic(s) of Concern to You

  • Schedule Introduction Call 
  • Complete Confidential Questionnaire
  • Confirm Scope and Fee
  • Consultation Meeting


Comprehensive Financial Plan (Including Detailed Retirement Planning)

  • Schedule Introduction Call 
  • Complete Confidential Questionnaire
  • Meeting to Define Scope of Engagement and Fee Quote
  • In Depth, Fully Integrated Financial Planning Covering Relevant Topics 
  • Plan Review Meeting, Including Delivery of "Your Planning Playbook" - The way forward to accomplish your financial goals and objectives. 

* Fee ranges provided as a guide. All planning is tailored toward your specific needs and it is possible your pricing may fall above or below the typical fee range. Prior to any engagement, fixed-fee pricing is fully disclosed and agreed to by all parties.

Financial Planning Topics

This list is not comprehensive.

Investment Recommendations*Estate Plan Document ReviewPortfolio Analysis
Savings to Meet GoalsCash Flow/Budgeting  ManagementRetirement Contributions
Retirement ProjectionsEducation SavingsTax Efficiency
Social Security AnalysisInvestment AllocationDebt Pay-Down
Long Term Care StrategyInsurance ReviewEmployee Benefit Maximization
Student Loan ReviewHome Purchase AnalysisInheritance Considerations

* Our Financial Planning Services include specific investment recommendations for you to implement on your own. 

Hourly As-Needed Advice

We are happy to discuss engagements on a per hour basis to address your specific needs. Our per hour rate is $300.