I offer both ongoing financial planning and one-time financial planning projects.
I prefer working together on an ongoing basis because I find it is both more successful and more rewarding when we can make sure your plan is implemented properly and make adjustments together 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.