Our Fees

Knowing exactly how much the service will cost.

Many financial advisory firms don’t like to talk about fees.  We don’t agree with that approach.  We view our relationships as long term and to prosper the relationship needs to be founded on trust.

That trust starts with knowing exactly how much the service will cost you before work begins.  Trust is then maintained by never getting a surprise fee.  That way, you know exactly how much you’re going to spend and what you will get in return.  That’s critical, as overpaying for anything, financial advice included, can harm your financial wellbeing.

This transparent approach can keep everyone informed and allow us to get to work on planning and improving your financial future.

Also, our fees include unlimited support, so you can call or email us as often as you’d like.  That way we can help you avoid any financial mistakes that might slow your progress toward your goals.

Frequently Asked Questions

Question:  How do you charge for tax preparation?

Answer:  We charge a simple flat fee per form, so there are no surprises.

 

Question: Do you require a contract to try your services?

Answer: Yes, we have a written financial plan agreement.

 

Question: What are your fees?

Answer: Because our services include tax planning as well as financial planning and investment management, everything we do is quoted based on your needs.  However, you’ll always know, in writing, how much you will be charged.  Once that is in place, there’s no surprise bills or hourly fees that you need to worry about.

Our fees include unlimited support, so you can call or email us as often as you’d like.  That way we can help you avoid any financial mistakes that might slow your progress toward your goals.

Second Opinion Consultation

Schedule a free, no-strings-attached second opinion consultation today.