Our Financial Planning Services

Financial Planning and Investment Management are separate services.

Planning services can be the beginning of the investment service, a fixed price (example: a project or list of items), subscription (ongoing help over time covering many topics), and hourly. The type used depends on your needs and complexity.

As you accumulate more money under my management, the greater the discounts on Financial Planning services. In addition, your Advisory Fee goes down too.

When your Total Advisory Fees are expected to be more than $2,500 per year, you will get 50% off the Financial Planning fees. When your Total Advisory Fees are expected to be more than $4500 per year, your Financial Planning services are free.