Clear and straight forward agreement
No hidden fees with our financial planning services
We charge a flat-rate retainer fee, which we present to you in a written agreement. There are no hidden fees. Fees are calculated based on the expected costs of providing financial planning and investment services as well as costs of implementing your plan.
Our initial meeting is a no-cost, “get acquainted” meeting where we talk about what you want and how we can help. We listen carefully, and discuss how you could save money on all areas of your finances. Already have a financial advisor? We can help you take a closer look at how much you’re paying now – you may be surprised.
Our clients typically have investments of $300,000 or more, or incomes greater than $150,000 per year as reported on tax returns. Our annual fixed-rate fee is based on the work required, which we will discuss with you in our meeting. Tax planning, cash-flow management, and targeted investment services are added as warranted by client asset levels.
Enjoy the benefits of our unique fee-only firm. Give us call or email us at firstname.lastname@example.org.