Since we are a fee-only financial planning firm, our fees are not from product sales or commissions. We work in your best interest.
- Our normal method for working with clients is a fixed annual retainer fee, payable in quarterly installments (We do not offer hourly planning).
- Our full fee schedule is available on our Forms & Documents page.
- Our clients on retainer appreciate the fact that they can call, email, or meet with us anytime throughout the year without worrying about the billing clock running. Virtual and in-person meetings offered.