Fees
Comprehensive Financial Planning
Multi-year ongoing relationship providing comprehensive financial planning, tax planning, and tax preparation for a flat annual fee. Our approach has reliably helped clients increase their net worth and acheive their goals. Each client situation is unique. Your flat annual fee is based on income, net worth, and the overall complexity of your financial life. Fees range from $5,000-$30,000/year and include an open-door policy.
Financial Fitness Assessment
One-time engagement that includes 2 meetings covering a detailed anlaysis of all your assets / liabilities. We will identify blind spots and opportunities for you to build the foundation for financial independence. This does not include investment advice, tax advice/preparation, nor constitute a comprehensive financial plan. $1,500.