Creating your Roadmap to Financial Contentment is a financial planning service we offer that ranges from $175 to $400 per month for ongoing financial advice and support. Depending on case complexity, an upfront fee may be required.
A separate fee is charged for asset management starting at 1% per year and scaling down based on portfolio size.
After you become a client, we meet quarterly to discuss plan progress or any changes to your situation. Client service follows this schedule (click here).
Click here to see a video detailing our 3-step process for onboarding new clients.