Our Fees

Our Fees - A Schedule to accommodate every Client

We believe that everyone, regardless of the amount of assets or income can benefit from working with a financial planner.

Our fees are dependent on the level of service selected by you. We completely understand that different clients have different requirements, which is why we offer an array of services tailored exclusively to meet your specific needs. It is important to mention that our fees are our only form of compensation.

We offer three levels of services because we understand that there is no ‘one size fits all’ approach for our clients. Our aim is to customize our services perfectly to your unique requirements, enabling us to exceed your expectations, work with your goals and ensure that you receive the best possible outcome that you deserve.

Financial Checkup

Introductory meeting with a planner to establish your goals and objectives.
Follow-up review meeting with a financial planner (usually 90 minutes, in-person or virtual).
Additional meetings to be scheduled if necessary.
Single price depending on the complexity of your financial situation.
Good entry-level service focused on your most pressing financial issues.
A short summary of recommendations.
Clients with complex needs or those seeking detailed investment recommendations should consider the Core Financial Plan.
Appropriate topics for discussion include budgeting strategies, debt management, basic retirement planning and college savings options.

Core Financial Plan

Includes Financial Checkup
Provides you with a detailed financial plan designed to measure your progress toward a financially secure retirement and / or other financial goals.
Most appropriate for clients in mid 40s and above.
Cash flow analysis: so you know where your money goes and possible reallocation of resources to meet your goals.
Includes help with fund selection for workplace retirement savings plans.
Planning for higher education costs.
Review of legacy options.
Seeks to ensure your investments are helping you reach long-term goals rather than hindering your efforts.
Seeks to ensure your investments are helping you reach long-term goals rather than hindering your efforts.

Financial Planning & Investment Management

Includes Core Financial Plan
An ongoing service that allows you to delegate oversight of your portfolio, freeing up your time and reducing anxiety about when and how to invest.
Ensures implementation of investment recommendations developed during the financial planning process.
Provides support during times of market volatility when investors tend to make the biggest mistakes.
Appropriate for clients of any age.
Financial planning updates included for clients with more than $500,000 under management.
Utilizes low-cost mutual funds, exchange-traded funds held at an independent, third-party custodian, or model-based investments in equity securities.
Quarterly reporting and active supervision of your investments.
Annual Cash Flow analysis.
Annual review of financial plan to ensure you are still on track for success.

Are you ready?

Are you ready to take the next step to financial freedom?

Let's Get Started!