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Fee Schedule

One of the questions we get asked a lot is “How do you get paid?” or “what are your fees?” While that sounds like a very simple question, the answer can be complicated. In short, we get paid for services we provide. If you are interested in a financial plan, we charge a flat fee.

Depending on complexity and hours required to complete, costs can very. If it is just simply a consultative meeting, we charge a hourly fee of $200/hr. If we are providing asset management, we charge a percentage of assets based upon account values. So to best answer that question, we have to figure out exactly what you need. Most people do not know exactly what they need and that’s why our initial consultation is always free. No obligation, no strings attached, no hidden agendas.

So give us a call. We’ll be happy to talk about how we can best help you pursue your personal version of financial freedom.