Who I Serve & Pricing

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

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.

 

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