Fees for Services

Our Fees

There is no fee for our initial meeting.

Fees for developing your plan are determined in our first meeting when we can accurately determine the services you need.

Our Process

We believe objective, personalized advice is the best way to make important financial decisions.

In our first meeting we determine:

  1. Can we provide what you're looking for?
  2. Are you comfortable working with us, and are we comfortable working with you?

To honor our commitment to our existing clients, we usually accept only 10-12 new clients each year.