Introductory Meeting

• Free 30 minute consultation meeting to review services and compatibility

• Meeting is at no cost or risk to you- lets connect for a conversation about your needs

Comprehensive Financial Plan

• $250 one-time fee

• 60-minute collaborative planning session

• Includes goal review, feasibility analysis, and next-step recommendations

• Included at no additional cost for current clients

Investment Consultation

• $250 one-time fee

• 45-minute meeting focused on portfolio strategy, allocation, and implementation options

• Included at no additional cost for current clients

  Managed Investment Relationships

• Relationship based pricing starting at 1% Assets Under Management (AUM) annually

• Ongoing portfolio management, monitoring, and rebalancing

• Includes investment consultations and periodic reviews at no additional charge