You are paying for our expertise, advice and service.
Initial Financial Life Planning Fees depend on the complexity of your situation, we use your Net Worth as a proxy for complexity. Net Worth includes all the assets which you own and will affect your financial decisions now and into the future. Net Worth for determining your fee purpose does NOT include your primary residence.
Assets included in determining your Net Worth include but are not limited to business interests, rental property, vacation home(s), retirement plan(s), investment account(s), and trusts that you control.
- If your Net Worth is equal to or below $2,000,000 your fee is $4,500.
- If your Net Worth is above $2,000,000 but less than $4,000,000 your fee is $8,400.
- If your Net Worth is greater than $4,000,000 your fee is $15,000.
All fees are payable in four (4) equal installments over the initial planning contract period (no more than 6 months in length) in arrears via electronic invoice
This is a six(6) month engagement. You are not obligated to a long term relationship.
All planning, advice and service must be completed within that six (6) month time frame.
At the conclusion of the initial planning period we will discuss the need for an on-going relationship, the costs, services etc.
Deciding to move forward after initial planning is a collaborative decision that we will make together.