Services and Pricing

I offer both ongoing financial planning and one-time financial planning projects.

I prefer working together on an ongoing basis because the planning process tends to be more successful when we can make sure each piece is implemented properly and make adjustments as needed.

Below is the list of services and costs for both ongoing and one-time financial planning. While at first it may sound like a lot, and it is, it’s also a great deal for the right people. High-quality financial advice is typically worth way more than it costs, and I love to generate value well above fees charged in both tangible and intangible ways. You can read more about the value of working with a trusted advisor here.