How to know if we’re a good match?
I deliver maximum value when working on complex situations that involve retirement planning. Typical clients are:
Diligent savers that are within 15 years of retirement and have accumulated $400,000 or more of investment assets.
People who value professional guidance and understand that a successful retirement is too important to handle on their own.
People who are action-oriented and are willing to be proactive in making a difference in their financial future.
Pricing
I Am Proud to Be a Fee-Only Financial Advisor
I receive no commissions or sales incentives.
All initial consultations are complimentary.
I am paid one way – directly by my clients.
Ongoing Comprehensive Financial Planning Only
$4,900 annually, which is billed monthly or quarterly based on client preference.
Investment Management Only
A maximum of 1.2% of assets under management, based on the schedule below.
Ongoing Financial Planning Plus Investment Management
Financial planning fee of $2,900/year plus a maximum of 1.2% of assets under management, based on the schedule below.
*If assets under management are greater than $400,000, ongoing comprehensive financial planning is included at no extra charge.
One-Time Project Fees
One-time projects start at $1,500.
Additional Information
Complex cases may result in a higher fee, but all pricing will be determined before an engagement begins.
There is a minimum charge of $4,900/year for all ongoing services.
Asset Management Schedule
