Our Fees: Full Transparency

Transparency matters, especially when it comes to fees. We believe you should always know exactly what you’re paying and what you’re getting in return.

Our fee options are designed so you can get the financial guidance you need, no matter your stage of life or financial situation.

	LEARNING Complimentary	CONSULTING Flat Fee (Hourly Basis – Negotiated)	PLANNING Flat Fee (Hourly Basis – Negotiated)	INVESTING .50% – 1.5% of Assets Under Management
Educational Resources Newsletter Education Center Articles Initial Consultation Call Conference Calls
Personal Financial Tools Personal Financial Portal
Financial Planning Advice Investment Planning Retirement Planning Estate & Charitable Giving Risk Management & Insurance Income tax planning Cash Flow & Budget
Time Segmentation of Assets (Into “Buckets”)
Calls/Meetings with Advisor		As Needed	2-4 times per year	2-4 times per year
	Get Started with LEARNING	Get Started with CONSULTING	Get Started with PLANNING	Get Started with INVESTING

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Our Fees: Full Transparency

Educational Resources

Personal Financial Tools

Financial Planning Advice

Time Segmentation of Assets

Calls/Meetings with Advisor