Stop wondering about cost, and start planning for the future

Fee-only financial planning is simple – you only pay for our planning time. We receive no commissions, referral fees, or any other hidden fees – so you can be sure our advice is objective.

We also don’t require assets under management, and you don’t have to have a certain level of assets
to qualify. Once we have completed the initial plan, ongoing updates are significantly less.

The answer to the question, “What will it cost?”

Use our fee calculator below to get an idea of financial planning costs. Every situation is unique, and we will provide you with a final cost before we start any work:

• The pricing ranges below reflect bundling of service areas. This provides time and cost savings, compared to addressing each area separately. However, individual service areas can also be provided on a stand-alone basis.
• Most people find themselves in one of three stages. Check the options that are unique to your own situation to receive a guide to the cost of our financial planning services.
• You can also review our complete service chart to understand the degree of complexity that determines our fee structure.
• As part of our complimentary Get Acquainted Meeting, we provide a firm quote that reflects your unique financial profile and needs.

Fee Calculator

Choose the statement that best describes you:

• Professional and Young Executive
• Mid-Career, Pre-Retired and Retired Professional and Executive
• High Net Worth Household (net worth > $25MM)

Want to save money on planning fees? Prospective clients can save money by helping us to reduce some of the considerable amount of time necessary for data entry and document review. Ask about My MoneyGuidePro, a new way of helping us help you!