Modular Financial Planning $150/hr

Targeted guidance for one or more specific planning needs to help individuals and families achieve their financial goals. This service encompasses a detailed analysis of one or more specific financial modules .

Comprehensive Financial Planning (One-Time) - $1,500

An all-inclusive financial plan that encompasses retirement, investments, taxes, insurance, estate planning, and other pertinent areas. Updates offered at $450 per engagement on an as needed basis.

Comprehensive Financial Planning (Ongoing) - Initial fee of $1,500 plus $200/month (retainer)

Proactive year-round planning with quarterly check-ins and scheduled updates, ensuring you stay on track with your financial objectives while adapting to any changes in your life circumstances.

Portfolio Management with Financial Planning - .90%-.50% annually based on assets under management.

Ongoing investment management, including detailed quarterly portfolio reviews, personalized strategies, and comprehensive financial planning designed to help you achieve your long-term financial goals.

Tailored services and flexible pricing to meet your unique needs