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.