Every planning relationship usually begins with a no-obligation "get acquainted" meeting to confirm there is a good match between your needs and my expertise.
After that meeting where we will discuss the scope and complexity of your specific planning needs, I will provide you with a fixed quote based on the time involved. You can then decide to go forward. Typical projects take 6 to 12 months.
Projects: | Fees: |
|---|---|
| Holistic Retirement Plan | $3,500 – $6,000 |
| Holistic Financial Plan or Project | $1,800 - $3,200 |
| Holistic Financial Coaching | $1,200 - $1,800 |
| Client Defined Project | $1,200 – $5,000 |
| Small Business Planning | $2,000 – $5,000 |
| Annual Check-up | $1,200 - $1,800 |
*My hourly rate is $250. Engagements are typically billed monthly in arrears via credit card over 6 to 12 months.
A project often includes:
Retirement Projections and Cash Flow Planning
IRA, 403Bm 401K Allocation, Rollover and Review
Investment Analysis and Management
Portfolio Design and Asset Allocation
Portfolio Withdrawal and Liquidity Strategies
Employee Benefit Analysis
Tax Planning
S
ocial Security Maximization
Educational Funding
Debt Management
Risk Review and Insurance Planning
Estate Plan Review