Ongoing Financial Planning
Develop a strategy for your money, and walk away knowing what you need to do to implement it and how to make adjustments as life changes.
*if agreed upon, you can pay fees monthly, quarterly or semi-annually
Project Based Financial Planning
Develop a strategy for your money, get help completing the work, and adapt the strategy as your life changes. Includes investment management.
$2,500 - $15,000 /project
This is for accounts that we implement, monitor and manage on your behalf. Only available for Financial Planning clients.
$0.50% - 1.15% of Assets Managed