Advisory Fees

Working with a fee-only financial advisor

It’s important that we’re smart with your money. We’re here to help you achieve your financial goals without hidden agendas or conflicts of interest.

We start with a complimentary consultation to help determine if we are the right fit for your needs. This may involve more than one meeting in some cases.

Our fee-only financial advice services are based on your individual financial needs:

Our financial advice services are tailored to your financial complexity and may include:

• Financial health monitoring, net worth planning, cash flow planning
• Risk analysis
• Investment management customized to your financial needs
• Tax planning analysis and scenario modeling
• Retirement projections, Medicare, and Social Security planning
• Estate planning review and periodic adjustments
• Business financial review for small business owners
• Education savings planning
• And more!

Hourly and project-based Financial Planning services:

Investment management

We understand that investing is a critical component of financial planning. For most clients, our financial vitals monitoring approach includes ongoing management at no additional fee.

We offer stand-alone investment advice in limited circumstances. Investment-only fees may be negotiated based upon the amount of assets under management.

Our fees are paid in equal monthly or quarterly installments in arrears. Fee range is based on various factors, including the complexity of your needs, estimated time, and resources required to provide services to you.

We offer negotiated fees in limited cases when the complexity of the client’s needs warrants a higher fee than the stated range.