How Can I Help?

I charge $1,500 for a financial plan.

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My process entails three meetings and occurs over a 60 to 90 day time period.

 

Step one: We meet for 60 minutes to discuss your overall goals and life situation and answer any questions you may have.

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Step two: You input your financial data into RightCapital, our financial planning system. I run an analysis on the data and formulate an initial plan.

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Step three: We meet for 60 minutes to discuss the first draft of the financial plan. I answer any questions you have.

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Step four: I incorporate changes from our meeting and create the detailed plan.

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Step five: We meet for 60 minutes and discuss any questions you may have.

 

Step six: The plan is finalized and sent to you in writing.

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After the initial plan is created, clients typically return on a yearly basis to keep their plans current as life circumstances change over time.  That work is performed at a rate of $250/hour. 

 

For clients who wish to have their assets managed, I offer investment management services for 70 basis points annually (i.e., fair market value of assets multiplied by .007) and waive the financial planning fee.

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A client can also engage me to perform specific financial planning projects, such as Roth conversion strategies, Social Security claiming analyses, home purchase coaching, assistance with selection of employee benefits and other personal finance needs.  The fee is $250 per hour, with the availability of offering a cost quote.

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Click here to download a sample financial plan. 

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You can set up an initial no-cost consultation with me to discuss what your concerns and goals are and to determine my services are suitable for you.

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