Creating synergies within all areas of your financial life
Perfect for do-it-yourself investors
Full Investment Management and Implementation is offered through a separate service agreement
If an ongoing financial planning package is not right for you, another option is to engage us at an hourly rate of $225/hr without any longer-term commitment.
All packages require an initial financial plan to be created. Discounts apply to this initial planning fee for ongoing planning clients.
Please note that these services do not include implementation of investment advice. You control and rebalance your accounts.