What does it cost?

 money value planning
 We allow our clients to choose
 
We allow our clients to choose how we are paid for our time and services.  This empowers you to select the method you are most comfortable with and is appropriate for your needs.

The initial one-hour meeting is provided complimentary as we get to know each other and determine if we are a good fit for your needs.

You may choose hourly, an assets under management fee, or commission.
  • If you choose to pay hourly our rate for financial planning and investment advice is $200 per hour.
  • If you select an assets under management (AUM) fee our rate is 1% per year (minimum$500) on assets up to $1,000,000. Negotiable for assets above $1,000,000.
  • If you select a product that has a built-in commission where we are paid the commission,  no additional charges apply for the time associated with that product.