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Client Goals:To address specific financial issues such as:

  • 401 (k) rollovers
  • Establishing IRA's
  • Insurance Planning
  • Saving/budgeting

These clients want guidance on specific solutions for a specific situation or goal. 

Our Project Planning Clientshave more limited or simple needs. They may have questions about specific issues or products that we can help establish or resolve.

We will engage in an initial review to determine the scope of the project or questions. The engagement ends once the product is established/question is resolved.

Minimum: 4 hours

Hourly Fees:

Planner: $250/hour

Project Fees:

By quote

Engagement ends at completion of project or sale.

For full program fees you can refer to the client agreement or the firm's ADV.

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