Financial Planning

Fee-Only Financial Planning


Financial planning provides a road map to meet your short and long-term financial goals.
Areas we may review include:

• Retirement Planning
• Investment Analysis
• Financial Goals
• Estate Planning

• Insurance
• Cash Flow Management
• Risk Management
• Tax Planning Strategies


In my experience, financial goals are most likely to be met when a carefully designed plan is combined with clear communication and the necessary accountability, education, encouragement, and course correction strategies along the way. For this reason, I offer financial planning services on an ongoing basis alongside investment management services.

COST: $2,500-$4,000 engagement fee. Ongoing financial planning fee may be included in the fee for investment management.

Ready to take the next step?