Full Financial Plan

An in-depth plan that covers all of the major areas of your personal finances: investments, retirement planning, education planning, cash flow and budgeting, credit and debt management, insurance needs analysis, estate planning, and tax planning.

Typical Fee: $2,700 for a couple, $2,000 for an individual

Call to schedule a Get Acquainted Meeting or book online.

Tailored Financial Plan

An in-depth plan tailored to cover the topics of your choice that are determined during a Get Acquainted Meeting.

Typical Fee: Varies based on topics covered. Quote provided following Get Acquainted Meeting.

Call to schedule a Get Acquainted Meeting or book online.

Live Advice Session

A two-hour meeting during which you get advice on the topics of your choice. Can also be advisor-directed if you are not sure what questions to ask. Includes a written summary report. Not designed for detailed investment recommendations or in-depth retirement planning.

Typical Fee: $590

Call to schedule a Live Advice Session or book online.

Checkup Meeting

A checkup for existing clients designed to bring your plan up to date, rebalance your portfolio, and address any new issues or questions.

Typical Fee: $900 for a couple, $650 for an individual

Call to schedule a Checkup Meeting or book online.