Financial Planning

Financial planning is a collaborative process that helps you meet your life goals through financial advice that integrates your personal and financial circumstances.

My services are flexible. Financial planning can be provided as an ongoing service, on a project basis, or hourly “as needed.” The engagement can focus on only one segment of your financial life (e.g., retirement planning) or cover multiple aspects in an integrated manner. The scope of services depends on what you need and value.

I Help People in These Areas:

Late Career Transitioning into Retirement/Retirement Income Strategies
Early/Mid-Career Retirement Accumulation Strategies
Planning for Young Families
College Planning
Investment Planning
Tax Strategy
Cash Flow, Budgeting and Debt Management
Risk Management and Insurance
Employee Benefits Optimization
Small Business Planning
Estate Planning

Financial Planning Fees

My fee for financial planning varies, based on the scope and complexity of the service(s) provided. Fees are based on my current $225 hourly rate, with a minimum of $1,000 per project. Financial planning may be coupled with ongoing investment advice services to meet this minimum. I provide an estimated range of the expected fee in a written financial planning agreement.