| Our fees are determined on a project basis. The total fee for a plan will vary from client to client based on the specific needs and complexity of each situation.
We offer a FREE, 30-minute Get-Acquainted Meeting with no obligation. Once we agree on the scope of services that is right for you, we will determine a fee range for your project. When you hire us, your cost will NEVER exceed the upper limit of that estimate.
Our projects typically range in total cost from $1,500 to $2,500. If appropriate, we can work on your comprehensive financial plan over a period of time, to spread out the cost. We are also available to work on limited project engagements.
Once your financial plan is complete, you determine how much ongoing assistance you want with implementation and investment monitoring. For more details on this process, visit What to expect.
If you have any questions regarding our fee structure, please don’t hesitate to Contact Us. We pride ourselves on the straightforwardness and transparency of our fee structure.
How are fees determined? |
Are Fees Tax Deductible? |
Financial planning fees are determined on a project-by-project basis. Fees are based on the actual time involved in meeting with you in person or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation. |
These fees are tax deductible. Section 212 of the Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It is subject to a 2% floor of the adjusted gross income on a personal tax return. |
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