Comprehensive Financial Planning
Our Personal Planning service was designed to give clients flexible ways to receive objective answers to financial questions and strategies.
Our Personal Planning Relationships
Most often our clients choose to maintain a long-term relationship taking advantage of the four meeting times per year and our technology platform that helps them identify potential problems before they affect their net worth.
An ongoing relationship with a financial professional brings many advantages, because for most people, life situations change. Some of the most common life events are: marriage, birth, relocation, home purchase, divorce and let’s not forget the ever-changing economy. When your life takes a sudden change prior knowledge and familiarity help give peace of mind in the decision making process.
The monthly retainer for our Personal Planning Relationship is $100- $500, depending on the complexity of your situation.
One time Planning
When we work on a project basis we provide planning services at our hourly rate of $200. Contact us to get a price quote on your special project