Minimum fee:  $2,400/year ($200/month)*


upfront fee up to $1,000*

Whats included?

  • 3 to 6 meetings per year (1st year)
  • Personal income tax preparation and annual tax plan
  • Comprehensive financial plan
  • Retirement plan
  • Goal setting
  • Cash flow and budget
  • Annual Rebalance of investment accounts
  • Unlimited phone calls and emails
  • Investment Recommendations for employer sponsored account

*Ongoing monthly fee based upon one percent of your Adjusted Gross Income (from your most recent tax return) plus one-half of one percent of your net worth.  Upfront fee based on complexity of your account.