Ongoing Financial Planning is billed as a recurring fixed monthly fee, paid in arrears and ranging from $150 to $450 per month. Your specific fee is based on factors such as the complexity of your financial situation, the scope of services you need, and the time and resources required to serve you effectively. We'll discuss your fee upfront, and it's negotiable — the final amount will be documented in your Advisory Contract.

This service is provided under a 12-month agreement. Each year, we'll reach out to confirm in writing that you'd like to continue working with us.

For clients who engage us for investment management, we charge a fee based on a percentage of the assets we manage on your behalf. This fee is billed quarterly in advance, based on the market value of your account(s) at the start of each billing period, and generally follows a tiered schedule — meaning the percentage rate may decrease as your account balance increases. Your specific fee will be outlined in your Advisory Contract prior to the start of services.

Project-Based Financial Planning is billed at an hourly rate of $225. This option is well suited for clients who need focused guidance on a specific goal or question rather than ongoing, comprehensive planning. Fees are negotiable and the final agreed-upon rate will be outlined in your Advisory Contract. A portion of the fee is collected in advance, with the remaining balance due upon completion of services.