Pricing + Services

 
 

Fnancial planning services.

Our Fiduciary Statement »

 

Debt reduction and management

Payment plan— Description text. 

Estate planning

Variable hourly rate — Description text. 

Retirement planning

Variable hourly rate — Description text. 

Portfolio and asset management

Based on assets under management — Description text. 

Tax planning - 

Personal: $175/hour — Description text. 

Cash flow expense planning

Personal: $125/hour — Description text.

Insurance and risk management

Personal: $125/hour — Description text. 

Charitable giving

$125/hour —Description text.  

Education/college funding

Variable hourly rate — Description text. 

Life money mastery program

$125 per hour, $150 per hour per couple