Flat-fee financial planning offers our clients comprehensive financial guidance without being tied to having assets under management. With this service, our clients pay a fixed fee for personalized financial advice tailored to their unique circumstances. This is a great way to start a financial plan, evaluate life goals like home ownership, home remodeling or selling, college savings, starting a family, buying or selling a business, caring for dependents, retirement, and more. 

Includes:

• One plan of your choice based on your focus areas.

• Each plan includes one follow up consulting session.

• Long and short-term planning around: college, charitable giving, diversification, retirement, real estate, debt reductions, unplanned events and circumstances.

• Navigating current or unplanned life circumstances i.e. aging parents, disabled children or relatives, divorce, death, and illness.

This is for you if:

• You have no assets under management. 

• Would like a one-and-done financial plan that meets your needs.

• You are beginning your financial planning or you’ve experienced a life-changing event like marriage, divorce, children, illness, and the like.

• Have a basic to moderately complex financial life.

Fee: 

• Basic financial plans start at $2,500 and go up to $12,000 for more complex plans.