Our Financial Checkups also have in-depth reviews and exploration of your goals, but are included as part of the Checkup meeting.
We are a fee-only financial planning firm. We base our charges on the amount of time we will spend on preparing your plan. This includes the time we spend meeting with you in person or over the phone, researching and analyzing your current situation, developing and presenting customized recommendations, and, if needed, assisting you in implementing your plan. Our rate $150 per hour. Please see our Fee Schedule for the details of our the cost of our various service offerings.