Services and Pricing

We offer a full suite of financial planning services which can be customized to your needs. These range from an all-encompassing full financial plan with an ongoing retainer services plus cost-efficient money management to an hourly service where small bites of the financial planning process can be accomplished over time in a modular fashion. We also offer stand-alone professional portfolio management with no minimum asset level required in line with our Core Investment Policy Statement.

In all cases, an initial consultation to establish your needs, goals, objectives and concerns to be addressed by the engagement can be held at no charge and with no commitment.

 

(Click on any plan to enlarge)