How to know if you’re a good fit?
I deliver maximum value when working on complex situations that require my specific expertise. 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
There is no charge for an initial consultation
I am paid one way – directly by my clients
Comprehensive Financial Planning Fees
Begins at $200 / month, based on complexity
Investment Management Fees
One-Time Project Fees
One-time projects are offered starting at $500 and can vary greatly based on complexity
There is a $6,000 / year minimum for all ongoing engagements.
For clients with over $500,000 in investable assets, comprehensive financial planning is included and financial planning fees are waived.