Financial Planning Services are based on an hourly planning rate of $250. You can find more information on the price for our services HERE.

Investment Management services are available to Financial Planning clients, however they are not required. (We are happy to work with clients who are inclined to manage their own portfolios.) The fees associated with our investment management services are listed on our FEE TABLE.

Our fees are negotiable in some circumstances.

Yes. As a fiduciary, I am required to act in your best interest at all times. Because I am independent and paid only by you, my advice is not influenced by product sales or company quotas.

It depends on what you need. A focused question may take one session. A full plan usually takes several meetings, and I'll estimate the hours up front so you know the cost.

Yes. Investment management services are offered, but not required. Most of our clients prefer to manage their own investments with our guidance. We provide optional Investment Management services to Financial Planning clients who prefer not to manage their own investments.

No. You can book a single hour, a one-time project, or come back whenever something new comes up. You only pay for the time you use.