One Flat Fee ($100-$500 a month)

We believe the financial planning process is where we add the most value. We believe your investment portfolio is just one of your resources to support your financial plan. That’s why we charge a flat monthly fee that includes both financial planning and investment management.

 

The fee is based on complexity and a quote will be provided at the end of our introductory meeting.

Includes

  • Creation of your initial financial plan
  • Scheduled review meetings (3-4 meetings a year)
  • Ongoing Investment Management
  • Ability to schedule phone calls or schedule meetings as needed