Client Engagement Options
Financial Planning Services:Platinum Level Planning ServicesDesigned for clients who have complex planning needs requiring multiple professionals Services Offered:
Fee for Service: $3000-$10000 initial and $2400-$4800 annually *exceptional planning circumstances may result in higher fees and are addressed on an individual basis Gold Planning ServicesDesigned for clients who want Ongoing Financial Planning advice that looks at their whole financial situation Services Offered:
Fee for Service: range from $1000-$2500 initial and $600-$1200 annually. ___________________________________________________________Foundational StrategiesDesigned for clients who want Insurance or Investment Services and do not want to engage in Ongoing Financial Planning Services Offered:
Fee for Service: $500 *see Asset management fee schedule *Consulting available on an hourly basis where appropriate at the following rates; Financial Planner, $300 per hour, Administrative, $90 per hour. Regarding fees. All fees whether for Financial Planning Services, Asset Management, or hourly consulting, are discussed in detail and agreed upon in advance with prospective and existing clients. Ongoing Financial Planning Fees are reviewed and agreed upon at the time of annual renewal, each year. Our clients will never receive an invoice for any fees without agreeing to it, in writing prior to the services being rendered. |
