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REALISTIC PLANNING FOR REAL PEOPLE


SERVICES


We always begin with a free Get Acquainted meeting, where we will get to know each other and go over your individual situation. This includes your needs, the services I provide, and the fee structure. If we decide that we’d like to work together, we will next determine the level and complexity of services needed.

Comprehensive Financial Planning Fees

The fee depends on the level of complexity of your financial situation and needs. To give you an idea of cost, in the least-complex situations, the initial year fee might be $3,000, with subsequent years at $2,000. For more complex situations, the initial year fee might be $5,000, with subsequent years at $4,000.

Project Based Fees

For less complicated Projects that are limited in scope, the fees are likely between $1000 - $2,000.