Fee for Service

Each offering will include a no obligation 30 minute call to determine your goals. Further, I will speak to the fit of our services on this call.

Fee for service financial Planning offerings:

Tier 1: Consultation & Review $1,495

Let’s review your Financial Plan! The consult includes 3 engagements. The first is the complimentary call. The 2nd meeting will consist of an in-depth review of your plan up to 90 minutes. We will work together to identify key areas of your plan for improvement. The 3rd engagement will be where I share 3-5 immediate strategies that could be implemented to increase the value of your current plan.

The engagement ends upon delivery of the Plan Review document.


Tier 2: Retirement & Estate Plan Comprehensive $3,649

Includes the Tier 1 experience with the following features:

- InvestCloud Financial Plan PDF
- Tax strategies for pre-retirement and into retirement
- Capital Preservation Strategies
- Retirement Cash Flow Analysis
- Estate Projection
- Legacy Planning
- 6 Month complimentary review

The comprehensive offering is to piece your puzzle together. We will build you a plan that aligns with your goals for you and your family. Expect an additional meeting for a total of 4 engagements over an 8 week period. We will ensure your satisfaction upon the delivery of the final plan.

Monitoring and Review: $1,000

For those who have taken advantage of either Tier offering, on an annual basis we can update the plan created and evaluate further steps. Should your situation change, this may be beneficial to update the plan.