I try to make my fee structure as simple and transparent as possible. If you have questions - just ask!
Financial Life Planning
Price: $600 annually.
Billed $150 every 3 months. There is an additional $300 onboarding fee for new Financial Life Planning Clients.
None of our financial decisions are made in a vacuum. Each choice that is made impacts another facet of our financial lives. The house you buy impacts your ability to save for retirement. The retirement plan you choose impacts your tax situation. Your tax situation influences your ability to qualify for student financial aid. They are all interrelated.
That is why I do comprehensive financial planning. I take a holistic approach to your financial situation. I get to know your values and priorities. I get a thorough understanding of your current financial situation. Then we map the way forward toward your financial goals. It is the only way to ensure your plan is right for you.
Price: $500 annually for two managed accounts.
Billed $125 every 3 months. There is an additional $100 annual fee for each additional account over two. For example, a client with 4 managed accounts would pay $700 annually, $175 every 3 months.
After we establish your financial life plan I can assist with managing your investments. Combining appropriate account allocation, asset allocation, broad diversification, tax efficiency, and low fees we will reach your goals. Not everyone wants or needs this service, but it is available if you want it.