Ongoing Financial Planning and Investment Management

We work together on an ongoing basis to provide proactive financial planning advice and investment management.

This service is designed for people who are about to lose a significant other, recently widowed, want to turn over some of the responsibilities of being a power of attorney, or anybody else looking for more guidance in their financial life.

One-Time Hourly Financial Planning

We work together to do a comprehensive analysis, provide recommendations, and answer your questions at an hourly rate of $380. Most engagements cost between $3,800 and $5,700. 

This service is designed for people who want a financial snapshot, recommendations or validation of what they are doing, and feel comfortable implementing recommendations on their own.