Financial Planning/Investment Advising Services
$950 per year
On-going services include multiple client meetings each year, monitoring of portfolio, and everyday access to address questions/concerns as they arise.
For new clients, this fee includes all on-boarding services, as well as the initial comprehensive financial plan.
One-Time Financial Services
$120 per hour
For those not enrolled in on-going services, we can provide assistance to address specific needs or concerns. Provided on an hourly basis.
Fee based on specific goals
Sliding scale (using current income)
For those looking for help with budgets, debt issues, student loans, credit concerns, increasing credit scores, getting on track financially.