Services

Fees & Services

Fees

  • I charge a flat hourly fee for consultations.
  • I offer a free fifteen-minute consultation to understand the scope of your needs and allow us to see if there is a fit between us.
  • Depending upon the scope of the engagement, I will quote an upfront fee.
  • You can cancel anytime and for any reason. 
  • Any unused funds will be refunded to you within seven days.

Services

  • Hourly Consultation
  • Investment/Portfolio Review
  • Benefits Review
  • Insurance Review
  • Taxes & Estate Review
  • Educational Planning, 529 Plans, FAFSA, College Planning
  • Comprehensive Financial Plan
  • Retirement Income, Pensions, and Annuities Planning
  • Social Security & Medicare Planning
  • Financial Planning Seminars and Workshops. Click here for details.