Who I Serve & Pricing

How to know if we’re a good match?

I deliver maximum value when working on complex situations that involve retirement planning. Are you a traveler at heart? If you are adventurous, empathetic, curious, and independent, it doesn’t matter if your preferred adventure is across the state or around the globe…you’ve found a home. Most 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 

 

$4oo per month, which is billed monthly or quarterly based on client preference.

 


Investment Management 

1.2% annually, for the first $500,000 with decreasing breakpoints after that.


Ongoing Financial Planning Plus Investment Management

When asset management and financial planning services are combined, a discount may be applied to the combined fees. 

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.

 

Schedule a Call