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
