You are paying for our expertise, advice and service. 

Initial Financial Life Planning Fee is a flat fee of $4,800 payable in four installments. 

This is a four(4) month engagement. 

You are not obligated to a long term relationship.

At the conclusion of the initial planning period we will discuss the possibility/need/cost for an on-going relationship.

Deciding to move forward after initial planning is a collaborative decision that we will make together.

For clients that wish to continue with ongoing financial planning with or without investment management, the following fee schedule applies:

For net worth (excluding primary residence) up to $2,500,000 the annual fee for ongoing financial planning with or without investment management is $10,000 collected quarterly at the end of the billing period

For net worth (excluding primary residence) exceeding $2,500,000 the annual fee for ongoing financial planning with or without investment management is $20,000 collected quarterly at the end of the billing period

Schedule a "fit call" by clicking this link: Schedule Fit call