Financial Plan Implementation, Asset Management and On-Going Financial Advice
These services include implementation of recommendations made in the planning process and ongoing investment monitoring and financial planning services. Financial Planning is much more of a process than a single event and this service is designed to meet changes in your personal situation and changes in the overall economic environment. The annual fee for this service is between 0.5% and 1.25% of the assets being managed.

There is no cost for our initial consultation. After our meeting we will review your information in detail and provide a firm quote on the cost of our services. The information presented below was developed to give you a feel for the approximate cost of our services.

Our services include financial plans that are limited in scope ( e.g. , debt analysis, investment risk analysis, financial checkup, retirement plans)or those that address your overall financial position (a comprehensive plan). These services are billed on hourly basis of $150 hour. The total costs depends on the complexity of your situation and the services you are seeking. Plans with limited scope and complexity may cost as little as $150 (e.g. life insurance needs analysis to replace the income of a wage earner).