Comprehensive Financial Planning (new clients)

• Our first step is the Vision meeting. $150 is due at the end of this meeting. Should you decide to move forward, this fee is applied toward your planning fee. Should you decide not to move forward, this fee is non-refundable.
  
  
• Fees for a comprehensive financial plan range from $400 to $4,500.
  
  
• If you would like to know your fee before making your Vision Meeting appointment, please complete the 3 Worksheets for Prospective Clients found under the Resources tab and return these to me.
  
  
• Payment schedule: 50% deposit due upon signing Letter of Agreement and 50% due at the final planning meeting. In select situations, it may be possible to arrange an alternative payment schedule.

Comprehensive Financial Planning (returning clients)

• There are 3 services available to returning clients: annual retainer, project, and consultation. All fees reflect net assets and gross income.
  
  
• The annual retainer is for those who prefer to pay a flat fee for the year. Fees range from $1,000 to $4,500.
  
  
• Projects are appropriate for clients whose needs require preparatory or follow-up work – such as an annual review or working through a new issue. Fees range from $200 to $2,250. The scope of the work factors into the fee.
  
  
• Consultations require no preparatory or follow-up work and are billed at $100 or $150 per hour.