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 $500,000 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.


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 Financial Planning Plus Investment Management 

1.0% annually, for up to $1,000,000 with decreasing breakpoints after that.

One-Time Financial Planning / Project Fees

One-time comprehensive financial plans start at $3,000 and are based on complexity.

All fees will be agreed upon before an engagement begins.


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